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 | $70,695 | $54,350+30.1% | $82,719-14.5% | $68,494+3.2% |
| Participation rate | 54.2% | 63.9%-9.7pp | 72.6%-18.3pp | 67.9%-13.7pp |
| Annual return | -15.79% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,495 | $3,246-23.1% | $4,395-43.2% | $4,027-38.0% |
| Admin fee / account holder | $755 | $4,395-82.8% | $5,329-85.8% | $5,403-86.0% |