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 | $37,547 | $73,867-49.2% | $143,757-73.9% | $68,494-45.2% |
| Participation rate | 42.9% | 66.7%-23.8pp | 80.3%-37.4pp | 67.9%-25.0pp |
| Annual return | -17.70% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $355 | $3,184-88.9% | $4,951-92.8% | $2,596-86.3% |
| Participant deferral / active EE | $1,275 | $3,384-62.3% | $5,637-77.4% | $4,027-68.3% |
| Admin fee / account holder | $2,238 | $5,755-61.1% | $14,673-84.7% | $5,403-58.6% |