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 6-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 | $2,761 | $27,641-90.0% | $61,373-95.5% | $68,494-96.0% |
| Participation rate | 42.1% | 39.5%+2.6pp | 52.6%-10.5pp | 67.9%-25.8pp |
| Annual return | 4.62% | -13.24%+17.9pp | 338.61%-334.0pp | -7.84%+12.5pp |
| Employer contribution / active EE | $57 | $695-91.8% | $1,159-95.1% | $2,596-97.8% |
| Participant deferral / active EE | $544 | $1,263-56.9% | $2,125-74.4% | $4,027-86.5% |
| Admin fee / account holder | $419 | $2,010-79.2% | $2,130-80.3% | $5,403-92.2% |