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 | $58,357 | $72,404-19.4% | $110,238-47.1% | $64,186-9.1% |
| Participation rate | 40.5% | 73.3%-32.9pp | 79.8%-39.3pp | 69.6%-29.1pp |
| Annual return | -4.35% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $395 | $2,282-82.7% | $3,826-89.7% | $2,381-83.4% |
| Participant deferral / active EE | $3,005 | $3,469-13.4% | $4,672-35.7% | $3,470-13.4% |
| Admin fee / account holder | $16,129 | $5,664+184.7% | $8,547+88.7% | $4,888+230.0% |