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 | $54,255 | $42,894+26.5% | $60,874-10.9% | $68,494-20.8% |
| Participation rate | 29.5% | 66.8%-37.3pp | 73.1%-43.6pp | 67.9%-38.4pp |
| Annual return | -14.09% | -13.98%-0.1pp | 16.90%-31.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $273 | $1,978-86.2% | $2,701-89.9% | $2,596-89.5% |
| Participant deferral / active EE | $1,009 | $2,867-64.8% | $3,817-73.6% | $4,027-74.9% |
| Admin fee / account holder | $8,474 | $3,101+173.3% | $3,224+162.8% | $5,403+56.8% |