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 | $70,894 | $73,867-4.0% | $143,757-50.7% | $68,494+3.5% |
| Participation rate | 14.8% | 66.7%-51.8pp | 80.3%-65.5pp | 67.9%-53.1pp |
| Annual return | -10.30% | 1.01%-11.3pp | -0.04%-10.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $961 | $3,384-71.6% | $5,637-83.0% | $4,027-76.1% |
| Admin fee / account holder | $1,349 | $5,755-76.6% | $14,673-90.8% | $5,403-75.0% |