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 | $52,673 | $42,894+22.8% | $60,874-13.5% | $68,494-23.1% |
| Participation rate | 57.1% | 66.8%-9.6pp | 73.1%-16.0pp | 67.9%-10.7pp |
| Annual return | -11.50% | -13.98%+2.5pp | 16.90%-28.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,486 | $2,867-13.3% | $3,817-34.9% | $4,027-38.3% |
| Admin fee / account holder | $12,642 | $3,101+307.7% | $3,224+292.1% | $5,403+134.0% |