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 5-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 | $34,573 | $42,894-19.4% | $60,874-43.2% | $68,494-49.5% |
| Participation rate | 43.3% | 66.8%-23.5pp | 73.1%-29.8pp | 67.9%-24.6pp |
| Annual return | -16.21% | -13.98%-2.2pp | 16.90%-33.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,551 | $2,867-45.9% | $3,817-59.4% | $4,027-61.5% |
| Admin fee / account holder | $4,552 | $3,101+46.8% | $3,224+41.2% | $5,403-15.7% |