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 | $27,638 | $105,860-73.9% | $90,749-69.5% | $134,475-79.4% |
| Participation rate | 63.2% | 78.2%-15.1pp | 75.7%-12.5pp | 81.2%-18.1pp |
| Annual return | -18.08% | -11.01%-7.1pp | -12.16%-5.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,696 | $5,216-48.3% | $4,564-40.9% | $6,400-57.9% |
| Admin fee / account holder | $31,167 | $13,938+123.6% | $8,445+269.1% | $11,426+172.8% |