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 | $49,557 | $73,867-32.9% | $143,757-65.5% | $68,494-27.6% |
| Participation rate | 45.5% | 66.7%-21.2pp | 80.3%-34.9pp | 67.9%-22.4pp |
| Annual return | -15.24% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $142 | $3,184-95.6% | $4,951-97.1% | $2,596-94.5% |
| Participant deferral / active EE | $3,795 | $3,384+12.1% | $5,637-32.7% | $4,027-5.8% |
| Admin fee / account holder | $768 | $5,755-86.7% | $14,673-94.8% | $5,403-85.8% |