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 | $24,701 | $46,674-47.1% | $117,472-79.0% | $68,494-63.9% |
| Participation rate | 43.6% | 56.8%-13.2pp | 70.6%-27.0pp | 67.9%-24.3pp |
| Annual return | -11.22% | -14.52%+3.3pp | 29.74%-41.0pp | -7.84%-3.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,151 | $2,636-18.4% | $4,070-47.2% | $4,027-46.6% |
| Admin fee / account holder | $16,217 | $4,020+303.4% | $5,645+187.3% | $5,403+200.2% |