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 | $50,026 | $71,883-30.4% | $86,677-42.3% | $68,494-27.0% |
| Participation rate | 53.6% | 72.2%-18.7pp | 76.6%-23.0pp | 67.9%-14.3pp |
| Annual return | -16.97% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,208 | $3,779-41.6% | $4,656-52.6% | $4,027-45.2% |
| Admin fee / account holder | $5,889 | $6,112-3.7% | $7,493-21.4% | $5,403+9.0% |