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 8-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 | $7,236 | $27,641-73.8% | $61,373-88.2% | $68,494-89.4% |
| Participation rate | 10.8% | 39.5%-28.6pp | 52.6%-41.7pp | 67.9%-57.0pp |
| Annual return | -20.17% | -13.24%-6.9pp | 338.61%-358.8pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $297 | $1,263-76.5% | $2,125-86.0% | $4,027-92.6% |
| Admin fee / account holder | $2,465 | $2,010+22.7% | $2,130+15.8% | $5,403-54.4% |