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 7-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 | $29,214 | $64,707-54.9% | $112,228-74.0% | $68,494-57.3% |
| Participation rate | 36.2% | 67.2%-30.9pp | 75.1%-38.9pp | 67.9%-31.7pp |
| Annual return | -18.67% | -11.40%-7.3pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $412 | $2,746-85.0% | $3,635-88.7% | $2,596-84.1% |
| Participant deferral / active EE | $3,446 | $3,565-3.3% | $4,728-27.1% | $4,027-14.4% |
| Admin fee / account holder | $3,698 | $5,232-29.3% | $6,410-42.3% | $5,403-31.6% |