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 | $71,213 | $73,004-2.5% | $90,749-21.5% | $68,494+4.0% |
| Participation rate | 29.6% | 70.8%-41.2pp | 75.7%-46.1pp | 67.9%-38.3pp |
| Annual return | -6.29% | -13.81%+7.5pp | -12.16%+5.9pp | -7.84%+1.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,126 | $3,627-41.4% | $4,564-53.4% | $4,027-47.2% |
| Admin fee / account holder | $4,969 | $5,896-15.7% | $8,445-41.2% | $5,403-8.0% |