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 | $29,688 | $81,900-63.8% | $119,609-75.2% | $68,494-56.7% |
| Participation rate | 55.4% | 71.9%-16.5pp | 79.3%-23.9pp | 67.9%-12.5pp |
| Annual return | -15.75% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $685 | $2,693-74.6% | $4,232-83.8% | $2,596-73.6% |
| Participant deferral / active EE | $2,794 | $4,148-32.6% | $5,602-50.1% | $4,027-30.6% |
| Admin fee / account holder | $13,074 | $6,582+98.6% | $10,323+26.6% | $5,403+142.0% |