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 | $37,512 | $49,177-23.7% | $79,464-52.8% | $64,186-41.6% |
| Participation rate | 54.2% | 65.0%-10.8pp | 73.3%-19.1pp | 69.6%-15.3pp |
| Annual return | -0.53% | -1.16%+0.6pp | 718.14%-718.7pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,316 | $2,821-17.9% | $3,704-37.5% | $3,470-33.3% |
| Admin fee / account holder | $4,007 | $3,839+4.4% | $5,113-21.6% | $4,888-18.0% |