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 | $56,859 | $86,655-34.4% | $119,609-52.5% | $66,914-15.0% |
| Participation rate | 51.0% | 75.6%-24.5pp | 79.3%-28.2pp | 69.8%-18.8pp |
| Annual return | -14.00% | -8.00%-6.0pp | -14.97%+1.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $759 | $2,536-70.1% | $4,232-82.1% | $2,544-70.2% |
| Participant deferral / active EE | $2,272 | $4,358-47.9% | $5,602-59.4% | $4,237-46.4% |
| Admin fee / account holder | $6,918 | $755+816.7% | $10,323-33.0% | $593+1066.2% |