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 3-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 | $25,119 | $79,633-68.5% | $93,789-73.2% | $68,494-63.3% |
| Participation rate | 61.7% | 75.4%-13.7pp | 81.0%-19.3pp | 67.9%-6.2pp |
| Annual return | -18.28% | -0.10%-18.2pp | -11.33%-7.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $544 | $3,665-85.1% | $4,323-87.4% | $2,596-79.0% |
| Participant deferral / active EE | $2,698 | $5,158-47.7% | $6,094-55.7% | $4,027-33.0% |
| Admin fee / account holder | $3,063 | $6,871-55.4% | $7,195-57.4% | $5,403-43.3% |