See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,261 | $48,265-78.7% | $68,791-85.1% | $68,494-85.0% |
| Participation rate | 47.5% | 60.7%-13.2pp | 69.0%-21.5pp | 67.9%-20.4pp |
| Annual return | -18.51% | -12.71%-5.8pp | -6.38%-12.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $246 | $1,829-86.6% | $2,655-90.8% | $2,596-90.5% |
| Participant deferral / active EE | $1,592 | $2,867-44.5% | $3,941-59.6% | $4,027-60.5% |
| Admin fee / account holder | $1,786 | $4,355-59.0% | $4,932-63.8% | $5,403-66.9% |