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 | $33,134 | $37,393-11.4% | $77,024-57.0% | $66,914-50.5% |
| Participation rate | 12.5% | 52.9%-40.4pp | 67.9%-55.4pp | 69.8%-57.3pp |
| Annual return | -5.56% | -3.29%-2.3pp | 42.32%-47.9pp | 1.58%-7.1pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,406 | $2,617-8.1% | $4,426-45.6% | $4,237-43.2% |
| Admin fee / account holder | $365 | $567-35.7% | $5,425-93.3% | $593-38.5% |