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 | $42,769 | $48,265-11.4% | $68,791-37.8% | $68,494-37.6% |
| Participation rate | 49.1% | 60.7%-11.6pp | 69.0%-19.9pp | 67.9%-18.8pp |
| Annual return | -19.47% | -12.71%-6.8pp | -6.38%-13.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $190 | $1,829-89.6% | $2,655-92.8% | $2,596-92.7% |
| Participant deferral / active EE | $2,908 | $2,867+1.5% | $3,941-26.2% | $4,027-27.8% |
| Admin fee / account holder | $3,034 | $4,355-30.3% | $4,932-38.5% | $5,403-43.9% |