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 | $59,538 | $147,167-59.5% | $111,392-46.6% | $135,375-56.0% |
| Participation rate | 55.6% | 84.0%-28.5pp | 78.9%-23.3pp | 82.6%-27.1pp |
| Annual return | -7.23% | -4.44%-2.8pp | -2.06%-5.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,572 | $6,565-30.4% | $5,567-17.9% | $5,609-18.5% |
| Admin fee / account holder | $835 | $20,270-95.9% | $12,266-93.2% | $10,827-92.3% |