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 | $51,249 | $69,010-25.7% | $159,960-68.0% | $68,494-25.2% |
| Participation rate | 62.7% | 65.4%-2.7pp | 78.0%-15.3pp | 67.9%-5.2pp |
| Annual return | -17.19% | -9.65%-7.5pp | 408.60%-425.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,239 | $4,212-23.1% | $6,182-47.6% | $4,027-19.6% |
| Admin fee / account holder | $7,354 | $4,798+53.3% | $8,698-15.5% | $5,403+36.1% |