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 | $13,551 | $49,177-72.4% | $79,464-82.9% | $64,186-78.9% |
| Participation rate | 51.6% | 65.0%-13.4pp | 73.3%-21.7pp | 69.6%-18.0pp |
| Annual return | -6.45% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,193 | $2,821-57.7% | $3,704-67.8% | $3,470-65.6% |
| Admin fee / account holder | $1,941 | $3,839-49.4% | $5,113-62.0% | $4,888-60.3% |