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 8-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 | $230,681 | $42,894+437.8% | $60,874+278.9% | $68,494+236.8% |
| Participation rate | 57.3% | 66.8%-9.5pp | 73.1%-15.8pp | 67.9%-10.6pp |
| Annual return | -9.72% | -13.98%+4.3pp | 16.90%-26.6pp | -7.84%-1.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,404 | $2,867+123.4% | $3,817+67.8% | $4,027+59.0% |
| Admin fee / account holder | $26,140 | $3,101+743.0% | $3,224+710.7% | $5,403+383.8% |