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 | $52,404 | $54,229-3.4% | $70,092-25.2% | $68,494-23.5% |
| Participation rate | 47.5% | 64.5%-17.0pp | 70.5%-23.0pp | 67.9%-20.4pp |
| Annual return | -18.63% | -13.87%-4.8pp | 190.73%-209.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,519 | $2,956-14.8% | $3,849-34.5% | $4,027-37.4% |
| Admin fee / account holder | $13,786 | $4,694+193.7% | $6,267+120.0% | $5,403+155.2% |