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 | $58,362 | $87,540-33.3% | $75,781-23.0% | $125,391-53.5% |
| Participation rate | 42.1% | 80.2%-38.1pp | 75.8%-33.7pp | 83.2%-41.1pp |
| Annual return | -1.87% | 13.48%-15.3pp | 9.68%-11.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $216 | $3,930-94.5% | $3,323-93.5% | $4,866-95.6% |
| Participant deferral / active EE | $1,592 | $4,229-62.4% | $3,651-56.4% | $5,352-70.3% |
| Admin fee / account holder | $859 | $6,502-86.8% | $5,299-83.8% | $9,540-91.0% |