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 | $27,336 | $42,894-36.3% | $60,874-55.1% | $68,494-60.1% |
| Participation rate | 62.9% | 66.8%-3.9pp | 73.1%-10.3pp | 67.9%-5.0pp |
| Annual return | -13.85% | -13.98%+0.1pp | 16.90%-30.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,393 | $2,867-16.5% | $3,817-37.3% | $4,027-40.6% |
| Admin fee / account holder | $1,757 | $3,101-43.3% | $3,224-45.5% | $5,403-67.5% |