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 | $77,545 | $81,900-5.3% | $119,609-35.2% | $68,494+13.2% |
| Participation rate | 47.5% | 71.9%-24.4pp | 79.3%-31.8pp | 67.9%-20.4pp |
| Annual return | -11.91% | -23.82%+11.9pp | -14.97%+3.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $608 | $2,693-77.4% | $4,232-85.6% | $2,596-76.6% |
| Participant deferral / active EE | $2,556 | $4,148-38.4% | $5,602-54.4% | $4,027-36.5% |
| Admin fee / account holder | $2,692 | $6,582-59.1% | $10,323-73.9% | $5,403-50.2% |