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 | $16,594 | $42,894-61.3% | $60,874-72.7% | $68,494-75.8% |
| Participation rate | 43.1% | 66.8%-23.7pp | 73.1%-30.0pp | 67.9%-24.8pp |
| Annual return | 3.95% | -13.98%+17.9pp | 16.90%-12.9pp | -7.84%+11.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,129 | $2,867-60.6% | $3,817-70.4% | $4,027-72.0% |
| Admin fee / account holder | $372 | $3,101-88.0% | $3,224-88.5% | $5,403-93.1% |