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 | $25,810 | $42,894-39.8% | $60,874-57.6% | $68,494-62.3% |
| Participation rate | 9.5% | 66.8%-57.3pp | 73.1%-63.6pp | 67.9%-58.4pp |
| Annual return | -16.83% | -13.98%-2.9pp | 16.90%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,223 | $2,867-57.3% | $3,817-67.9% | $4,027-69.6% |
| Admin fee / account holder | $6,785 | $3,101+118.8% | $3,224+110.4% | $5,403+25.6% |