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 | $53,725 | $42,894+25.3% | $60,874-11.7% | $68,494-21.6% |
| Participation rate | 44.4% | 66.8%-22.3pp | 73.1%-28.7pp | 67.9%-23.4pp |
| Annual return | -11.60% | -13.98%+2.4pp | 16.90%-28.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $231 | $1,978-88.3% | $2,701-91.5% | $2,596-91.1% |
| Participant deferral / active EE | $2,009 | $2,867-29.9% | $3,817-47.4% | $4,027-50.1% |
| Admin fee / account holder | $6,802 | $3,101+119.4% | $3,224+111.0% | $5,403+25.9% |