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 | $28,097 | $50,958-44.9% | $74,550-62.3% | $64,186-56.2% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.1%-35.8pp | 69.6%-36.2pp |
| Annual return | -3.30% | -1.86%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3 | $1,115-99.8% | $1,961-99.9% | $2,381-99.9% |
| Participant deferral / active EE | $1,318 | $2,301-42.7% | $3,108-57.6% | $3,470-62.0% |
| Admin fee / account holder | $2,152 | $4,223-49.0% | $5,060-57.5% | $4,888-56.0% |