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 | $52,412 | $48,576+7.9% | $169,463-69.1% | $56,287-6.9% |
| Participation rate | 25.0% | 65.8%-40.8pp | 77.8%-52.8pp | 69.9%-44.9pp |
| Annual return | -4.45% | -2.51%-1.9pp | 1.83%-6.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,636 | $3,275-50.0% | $5,277-69.0% | $3,350-51.1% |
| Admin fee / account holder | $12,245 | $435+2714.3% | $9,109+34.4% | $521+2250.5% |