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 | $7,358 | $67,331-89.1% | $60,874-87.9% | $134,475-94.5% |
| Participation rate | 42.1% | 76.2%-34.1pp | 73.1%-31.0pp | 81.2%-39.1pp |
| Annual return | -7.21% | 49.93%-57.1pp | 16.90%-24.1pp | 417.96%-425.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,927 | $4,538-57.5% | $3,817-49.5% | $6,400-69.9% |
| Admin fee / account holder | $2,303 | $4,582-49.7% | $3,224-28.6% | $11,426-79.8% |