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 | $42,399 | $81,900-48.2% | $119,609-64.6% | $68,494-38.1% |
| Participation rate | 43.3% | 71.9%-28.6pp | 79.3%-35.9pp | 67.9%-24.6pp |
| Annual return | -18.21% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,465 | $4,148-16.5% | $5,602-38.2% | $4,027-14.0% |
| Admin fee / account holder | $1,306 | $6,582-80.2% | $10,323-87.3% | $5,403-75.8% |