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 | $24,364 | $42,894-43.2% | $60,874-60.0% | $68,494-64.4% |
| Participation rate | 27.8% | 66.8%-39.0pp | 73.1%-45.3pp | 67.9%-40.1pp |
| Annual return | -18.14% | -13.98%-4.2pp | 16.90%-35.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,756 | $2,867-38.8% | $3,817-54.0% | $4,027-56.4% |
| Admin fee / account holder | $1,601 | $3,101-48.4% | $3,224-50.3% | $5,403-70.4% |