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 7-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 | $45,140 | $110,094-59.0% | $151,611-70.2% | $68,494-34.1% |
| Participation rate | 42.9% | 84.0%-41.1pp | 87.5%-44.6pp | 67.9%-25.0pp |
| Annual return | -13.11% | -10.12%-3.0pp | 3.33%-16.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,514 | $6,527-46.2% | $8,363-58.0% | $4,027-12.7% |
| Admin fee / account holder | $4,567 | $7,719-40.8% | $11,616-60.7% | $5,403-15.5% |