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 | $43,609 | $57,354-24.0% | $83,848-48.0% | $64,186-32.1% |
| Participation rate | 37.5% | 68.6%-31.1pp | 76.1%-38.6pp | 69.6%-32.1pp |
| Annual return | -5.46% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,323 | $2,993-55.8% | $4,082-67.6% | $3,470-61.9% |
| Admin fee / account holder | $18,906 | $4,046+367.3% | $5,478+245.1% | $4,888+286.8% |