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 6-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 | $15,354 | $73,867-79.2% | $143,757-89.3% | $68,494-77.6% |
| Participation rate | 37.7% | 66.7%-29.0pp | 80.3%-42.6pp | 67.9%-30.2pp |
| Annual return | -15.02% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $107 | $3,184-96.6% | $4,951-97.8% | $2,596-95.9% |
| Participant deferral / active EE | $989 | $3,384-70.8% | $5,637-82.5% | $4,027-75.5% |
| Admin fee / account holder | $1,062 | $5,755-81.5% | $14,673-92.8% | $5,403-80.3% |