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 | $36,863 | $82,664-55.4% | $125,339-70.6% | $68,494-46.2% |
| Participation rate | 61.8% | 75.0%-13.2pp | 82.4%-20.6pp | 67.9%-6.1pp |
| Annual return | 3.10% | -5.97%+9.1pp | 572.05%-569.0pp | -7.84%+10.9pp |
| Employer contribution / active EE | $366 | $3,381-89.2% | $4,814-92.4% | $2,596-85.9% |
| Participant deferral / active EE | $5,574 | $6,110-8.8% | $7,446-25.1% | $4,027+38.4% |
| Admin fee / account holder | $534 | $6,275-91.5% | $10,010-94.7% | $5,403-90.1% |