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 9-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 | $17,342 | $46,674-62.8% | $117,472-85.2% | $68,494-74.7% |
| Participation rate | 37.3% | 56.8%-19.5pp | 70.6%-33.3pp | 67.9%-30.6pp |
| Annual return | -18.97% | -14.52%-4.5pp | 29.74%-48.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $149 | $1,505-90.1% | $4,176-96.4% | $2,596-94.3% |
| Participant deferral / active EE | $1,958 | $2,636-25.7% | $4,070-51.9% | $4,027-51.4% |
| Admin fee / account holder | $770 | $4,020-80.8% | $5,645-86.4% | $5,403-85.7% |