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 | $75,555 | $42,383+78.3% | $76,523-1.3% | $64,186+17.7% |
| Participation rate | 35.7% | 58.1%-22.4pp | 68.0%-32.3pp | 69.6%-33.9pp |
| Annual return | -3.89% | -16.54%+12.6pp | -0.27%-3.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,110 | $2,566-17.8% | $3,835-45.0% | $3,470-39.2% |
| Admin fee / account holder | $35,012 | $3,198+994.9% | $4,848+622.2% | $4,888+616.3% |