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 9-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 | $46,350 | $27,641+67.7% | $61,373-24.5% | $68,494-32.3% |
| Participation rate | 24.7% | 39.5%-14.8pp | 52.6%-27.9pp | 67.9%-43.2pp |
| Annual return | -17.77% | -13.24%-4.5pp | 338.61%-356.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $770 | $1,263-39.0% | $2,125-63.8% | $4,027-80.9% |
| Admin fee / account holder | $1,766 | $2,010-12.1% | $2,130-17.1% | $5,403-67.3% |