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 | $43,480 | $48,265-9.9% | $68,791-36.8% | $68,494-36.5% |
| Participation rate | 46.0% | 60.7%-14.7pp | 69.0%-23.0pp | 67.9%-21.9pp |
| Annual return | -17.84% | -12.71%-5.1pp | -6.38%-11.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,007 | $2,867+4.9% | $3,941-23.7% | $4,027-25.3% |
| Admin fee / account holder | $4,455 | $4,355+2.3% | $4,932-9.7% | $5,403-17.5% |