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 | $42,218 | $64,707-34.8% | $112,228-62.4% | $68,494-38.4% |
| Participation rate | 37.3% | 67.2%-29.9pp | 75.1%-37.8pp | 67.9%-30.6pp |
| Annual return | -17.19% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,518 | $3,565-57.4% | $4,728-67.9% | $4,027-62.3% |
| Admin fee / account holder | $3,244 | $5,232-38.0% | $6,410-49.4% | $5,403-40.0% |