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 7-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 | $29,861 | $46,674-36.0% | $117,472-74.6% | $68,494-56.4% |
| Participation rate | 46.3% | 56.8%-10.5pp | 70.6%-24.3pp | 67.9%-21.6pp |
| Annual return | -11.95% | -14.52%+2.6pp | 29.74%-41.7pp | -7.84%-4.1pp |
| Employer contribution / active EE | $204 | $1,505-86.5% | $4,176-95.1% | $2,596-92.1% |
| Participant deferral / active EE | $1,602 | $2,636-39.2% | $4,070-60.6% | $4,027-60.2% |
| Admin fee / account holder | $1,531 | $4,020-61.9% | $5,645-72.9% | $5,403-71.7% |