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 10-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 | $50,939 | $61,660-17.4% | $80,019-36.3% | $64,186-20.6% |
| Participation rate | 64.5% | 71.7%-7.2pp | 75.8%-11.3pp | 69.6%-5.1pp |
| Annual return | -7.57% | -0.33%-7.2pp | 11.22%-18.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,079 | $2,968-29.9% | $3,686-43.6% | $3,470-40.1% |
| Admin fee / account holder | $1,491 | $5,417-72.5% | $6,521-77.1% | $4,888-69.5% |