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 | $30,525 | $54,229-43.7% | $70,092-56.4% | $68,494-55.4% |
| Participation rate | 37.7% | 64.5%-26.8pp | 70.5%-32.8pp | 67.9%-30.2pp |
| Annual return | -14.25% | -13.87%-0.4pp | 190.73%-205.0pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,634 | $2,956-44.7% | $3,849-57.5% | $4,027-59.4% |
| Admin fee / account holder | $6,599 | $4,694+40.6% | $6,267+5.3% | $5,403+22.1% |