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 | $80,525 | $105,860-23.9% | $90,749-11.3% | $134,475-40.1% |
| Participation rate | 64.7% | 78.2%-13.5pp | 75.7%-11.0pp | 81.2%-16.5pp |
| Annual return | -15.24% | -11.01%-4.2pp | -12.16%-3.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,384 | $5,216-15.9% | $4,564-3.9% | $6,400-31.5% |
| Admin fee / account holder | $28,941 | $13,938+107.6% | $8,445+242.7% | $11,426+153.3% |