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 | $41,291 | $48,265-14.4% | $68,791-40.0% | $68,494-39.7% |
| Participation rate | 33.3% | 60.7%-27.3pp | 69.0%-35.7pp | 67.9%-34.6pp |
| Annual return | -15.46% | -12.71%-2.8pp | -6.38%-9.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,670 | $2,867-41.7% | $3,941-57.6% | $4,027-58.5% |
| Admin fee / account holder | $2,116 | $4,355-51.4% | $4,932-57.1% | $5,403-60.8% |