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 | $29,062 | $73,867-60.7% | $143,757-79.8% | $68,494-57.6% |
| Participation rate | 22.5% | 66.7%-44.2pp | 80.3%-57.8pp | 67.9%-45.4pp |
| Annual return | -12.17% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $327 | $3,184-89.7% | $4,951-93.4% | $2,596-87.4% |
| Participant deferral / active EE | $1,581 | $3,384-53.3% | $5,637-72.0% | $4,027-60.7% |
| Admin fee / account holder | $3,019 | $5,755-47.5% | $14,673-79.4% | $5,403-44.1% |