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 | $25,573 | $71,480-64.2% | $90,782-71.8% | $64,186-60.2% |
| Participation rate | 33.3% | 77.6%-44.2pp | 82.7%-49.3pp | 69.6%-36.2pp |
| Annual return | -5.26% | -4.25%-1.0pp | -3.42%-1.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,952 | $4,302-31.4% | $5,366-45.0% | $3,470-14.9% |
| Admin fee / account holder | $558 | $6,309-91.1% | $5,908-90.5% | $4,888-88.6% |