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 5-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 | $34,968 | $73,867-52.7% | $143,757-75.7% | $68,494-48.9% |
| Participation rate | 38.2% | 66.7%-28.5pp | 80.3%-42.1pp | 67.9%-29.7pp |
| Annual return | -16.58% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $166 | $3,184-94.8% | $4,951-96.6% | $2,596-93.6% |
| Participant deferral / active EE | $1,545 | $3,384-54.4% | $5,637-72.6% | $4,027-61.6% |
| Admin fee / account holder | $5,889 | $5,755+2.3% | $14,673-59.9% | $5,403+9.0% |