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 | $64,361 | $46,674+37.9% | $117,472-45.2% | $68,494-6.0% |
| Participation rate | 23.7% | 56.8%-33.0pp | 70.6%-46.9pp | 67.9%-44.2pp |
| Annual return | -16.92% | -14.52%-2.4pp | 29.74%-46.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $127 | $1,505-91.6% | $4,176-97.0% | $2,596-95.1% |
| Participant deferral / active EE | $943 | $2,636-64.2% | $4,070-76.8% | $4,027-76.6% |
| Admin fee / account holder | $6,826 | $4,020+69.8% | $5,645+20.9% | $5,403+26.3% |