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 | $42,947 | $56,357-23.8% | $104,294-58.8% | $68,494-37.3% |
| Participation rate | 48.6% | 63.3%-14.6pp | 73.3%-24.6pp | 67.9%-19.3pp |
| Annual return | -12.85% | -9.19%-3.7pp | 24.61%-37.5pp | -7.84%-5.0pp |
| Employer contribution / active EE | $394 | $1,960-79.9% | $3,372-88.3% | $2,596-84.8% |
| Participant deferral / active EE | $1,576 | $3,077-48.8% | $4,625-65.9% | $4,027-60.9% |
| Admin fee / account holder | $7,401 | $4,903+51.0% | $7,339+0.8% | $5,403+37.0% |