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 | $54,895 | $71,883-23.6% | $86,677-36.7% | $68,494-19.9% |
| Participation rate | 55.3% | 72.2%-17.0pp | 76.6%-21.3pp | 67.9%-12.6pp |
| Annual return | -16.22% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $255 | $2,173-88.3% | $2,836-91.0% | $2,596-90.2% |
| Participant deferral / active EE | $1,924 | $3,779-49.1% | $4,656-58.7% | $4,027-52.2% |
| Admin fee / account holder | $3,869 | $6,112-36.7% | $7,493-48.4% | $5,403-28.4% |