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 | $44,620 | $53,162-16.1% | $91,220-51.1% | $68,494-34.9% |
| Participation rate | 34.3% | 63.2%-28.9pp | 73.2%-38.9pp | 67.9%-33.6pp |
| Annual return | -13.68% | -3.14%-10.5pp | 114.01%-127.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,219 | $2,974-59.0% | $4,234-71.2% | $4,027-69.7% |
| Admin fee / account holder | $491 | $4,493-89.1% | $5,420-90.9% | $5,403-90.9% |