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 | $42,944 | $81,900-47.6% | $119,609-64.1% | $68,494-37.3% |
| Participation rate | 44.3% | 71.9%-27.6pp | 79.3%-35.0pp | 67.9%-23.6pp |
| Annual return | -16.02% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $411 | $2,693-84.8% | $4,232-90.3% | $2,596-84.2% |
| Participant deferral / active EE | $1,973 | $4,148-52.4% | $5,602-64.8% | $4,027-51.0% |
| Admin fee / account holder | $3,518 | $6,582-46.5% | $10,323-65.9% | $5,403-34.9% |