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 | $30,522 | $64,707-52.8% | $112,228-72.8% | $68,494-55.4% |
| Participation rate | 45.6% | 67.2%-21.6pp | 75.1%-29.5pp | 67.9%-22.3pp |
| Annual return | -10.53% | -11.40%+0.9pp | 27.45%-38.0pp | -7.84%-2.7pp |
| Employer contribution / active EE | $641 | $2,746-76.6% | $3,635-82.4% | $2,596-75.3% |
| Participant deferral / active EE | $2,217 | $3,565-37.8% | $4,728-53.1% | $4,027-45.0% |
| Admin fee / account holder | $10,175 | $5,232+94.5% | $6,410+58.7% | $5,403+88.3% |