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 | $18,850 | $42,894-56.1% | $60,874-69.0% | $68,494-72.5% |
| Participation rate | 35.9% | 66.8%-30.9pp | 73.1%-37.2pp | 67.9%-32.0pp |
| Annual return | -18.52% | -13.98%-4.5pp | 16.90%-35.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $941 | $2,867-67.2% | $3,817-75.3% | $4,027-76.6% |
| Admin fee / account holder | $2,102 | $3,101-32.2% | $3,224-34.8% | $5,403-61.1% |