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 | $11,825 | $27,641-57.2% | $61,373-80.7% | $68,494-82.7% |
| Participation rate | 5.4% | 39.5%-34.1pp | 52.6%-47.2pp | 67.9%-62.5pp |
| Annual return | -19.02% | -13.24%-5.8pp | 338.61%-357.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $427 | $1,263-66.2% | $2,125-79.9% | $4,027-89.4% |
| Admin fee / account holder | $705 | $2,010-64.9% | $2,130-66.9% | $5,403-86.9% |