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 | $52,213 | $100,754-48.2% | $86,677-39.8% | $134,475-61.2% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -13.22% | 29.04%-42.3pp | 35.91%-49.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $321 | $3,489-90.8% | $2,836-88.7% | $4,740-93.2% |
| Participant deferral / active EE | $2,400 | $5,338-55.0% | $4,656-48.5% | $6,400-62.5% |
| Admin fee / account holder | $14,812 | $10,926+35.6% | $7,493+97.7% | $11,426+29.6% |