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 | $39,913 | $71,883-44.5% | $86,677-54.0% | $68,494-41.7% |
| Participation rate | 48.1% | 72.2%-24.2pp | 76.6%-28.5pp | 67.9%-19.8pp |
| Annual return | -15.04% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $524 | $2,173-75.9% | $2,836-81.5% | $2,596-79.8% |
| Participant deferral / active EE | $2,063 | $3,779-45.4% | $4,656-55.7% | $4,027-48.8% |
| Admin fee / account holder | $1,476 | $6,112-75.9% | $7,493-80.3% | $5,403-72.7% |