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 | $29,679 | $27,641+7.4% | $61,373-51.6% | $68,494-56.7% |
| Participation rate | 18.9% | 39.5%-20.5pp | 52.6%-33.6pp | 67.9%-48.9pp |
| Annual return | -14.51% | -13.24%-1.3pp | 338.61%-353.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $9 | $695-98.7% | $1,159-99.2% | $2,596-99.7% |
| Participant deferral / active EE | $433 | $1,263-65.8% | $2,125-79.6% | $4,027-89.3% |
| Admin fee / account holder | $1,997 | $2,010-0.6% | $2,130-6.2% | $5,403-63.0% |