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 | $36,600 | $42,894-14.7% | $60,874-39.9% | $68,494-46.6% |
| Participation rate | 37.9% | 66.8%-28.9pp | 73.1%-35.2pp | 67.9%-30.0pp |
| Annual return | -9.01% | -13.98%+5.0pp | 16.90%-25.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $170 | $1,978-91.4% | $2,701-93.7% | $2,596-93.5% |
| Participant deferral / active EE | $1,302 | $2,867-54.6% | $3,817-65.9% | $4,027-67.7% |
| Admin fee / account holder | $1,389 | $3,101-55.2% | $3,224-56.9% | $5,403-74.3% |