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 8-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 | $88,420 | $64,707+36.6% | $112,228-21.2% | $68,494+29.1% |
| Participation rate | 51.4% | 67.2%-15.7pp | 75.1%-23.6pp | 67.9%-16.5pp |
| Annual return | -13.76% | -11.40%-2.4pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $169 | $2,746-93.8% | $3,635-95.3% | $2,596-93.5% |
| Participant deferral / active EE | $3,456 | $3,565-3.1% | $4,728-26.9% | $4,027-14.2% |
| Admin fee / account holder | $57,712 | $5,232+1003.0% | $6,410+800.3% | $5,403+968.2% |