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 | $52,559 | $73,004-28.0% | $90,749-42.1% | $68,494-23.3% |
| Participation rate | 39.7% | 70.8%-31.1pp | 75.7%-36.0pp | 67.9%-28.2pp |
| Annual return | -16.42% | -13.81%-2.6pp | -12.16%-4.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $121 | $2,193-94.5% | $2,921-95.8% | $2,596-95.3% |
| Participant deferral / active EE | $1,928 | $3,627-46.8% | $4,564-57.7% | $4,027-52.1% |
| Admin fee / account holder | $2,765 | $5,896-53.1% | $8,445-67.3% | $5,403-48.8% |