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 | $51,070 | $167,307-69.5% | $143,757-64.5% | $134,475-62.0% |
| Participation rate | 56.5% | 84.8%-28.3pp | 80.3%-23.8pp | 81.2%-24.7pp |
| Annual return | -8.53% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $535 | $5,619-90.5% | $4,951-89.2% | $4,740-88.7% |
| Participant deferral / active EE | $2,117 | $6,446-67.2% | $5,637-62.4% | $6,400-66.9% |
| Admin fee / account holder | $2,826 | $18,088-84.4% | $14,673-80.7% | $11,426-75.3% |