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 | $67,611 | $71,883-5.9% | $86,677-22.0% | $68,494-1.3% |
| Participation rate | 58.1% | 72.2%-14.2pp | 76.6%-18.5pp | 67.9%-9.8pp |
| Annual return | -17.28% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,057 | $3,779-45.6% | $4,656-55.8% | $4,027-48.9% |
| Admin fee / account holder | $1,438 | $6,112-76.5% | $7,493-80.8% | $5,403-73.4% |