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 | $51,715 | $54,229-4.6% | $70,092-26.2% | $68,494-24.5% |
| Participation rate | 57.1% | 64.5%-7.3pp | 70.5%-13.3pp | 67.9%-10.7pp |
| Annual return | -10.87% | -13.87%+3.0pp | 190.73%-201.6pp | -7.84%-3.0pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,454 | $2,956-50.8% | $3,849-62.2% | $4,027-63.9% |
| Admin fee / account holder | $931 | $4,694-80.2% | $6,267-85.1% | $5,403-82.8% |