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 | $40,294 | $73,867-45.5% | $143,757-72.0% | $68,494-41.2% |
| Participation rate | 37.1% | 66.7%-29.5pp | 80.3%-43.2pp | 67.9%-30.7pp |
| Annual return | -15.87% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $306 | $3,184-90.4% | $4,951-93.8% | $2,596-88.2% |
| Participant deferral / active EE | $1,455 | $3,384-57.0% | $5,637-74.2% | $4,027-63.9% |
| Admin fee / account holder | $612 | $5,755-89.4% | $14,673-95.8% | $5,403-88.7% |