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 | $80,938 | $211,958-61.8% | $169,463-52.2% | $135,375-40.2% |
| Participation rate | 8.3% | 82.6%-74.3pp | 77.8%-69.4pp | 82.6%-74.3pp |
| Annual return | -9.10% | 3.26%-12.4pp | 1.83%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $86 | $5,120-98.3% | $4,159-97.9% | $4,779-98.2% |
| Participant deferral / active EE | $1,521 | $6,075-75.0% | $5,277-71.2% | $5,609-72.9% |
| Admin fee / account holder | $607 | $11,471-94.7% | $9,109-93.3% | $10,827-94.4% |