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 | $22,841 | $49,177-53.6% | $79,464-71.3% | $64,186-64.4% |
| Participation rate | 42.3% | 65.0%-22.7pp | 73.3%-31.0pp | 69.6%-27.3pp |
| Annual return | -6.26% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,397 | $2,821-50.5% | $3,704-62.3% | $3,470-59.7% |
| Admin fee / account holder | $2,594 | $3,839-32.4% | $5,113-49.3% | $4,888-46.9% |