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 | $66,489 | $73,867-10.0% | $143,757-53.7% | $68,494-2.9% |
| Participation rate | 57.6% | 66.7%-9.1pp | 80.3%-22.7pp | 67.9%-10.3pp |
| Annual return | -14.02% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,913 | $3,384+15.6% | $5,637-30.6% | $4,027-2.8% |
| Admin fee / account holder | $29,151 | $5,755+406.6% | $14,673+98.7% | $5,403+439.6% |