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 | $47,296 | $67,411-29.8% | $91,001-48.0% | $70,131-32.6% |
| Participation rate | 67.6% | 71.4%-3.8pp | 75.6%-8.0pp | 69.5%-2.0pp |
| Annual return | 13.18% | -40.16%+53.3pp | 4.60%+8.6pp | 73.14%-60.0pp |
| Employer contribution / active EE | $5 | $1,786-99.7% | $2,456-99.8% | $2,342-99.8% |
| Participant deferral / active EE | $2,143 | $2,823-24.1% | $3,547-39.6% | $3,332-35.7% |
| Admin fee / account holder | $9,924 | $4,236+134.3% | $5,417+83.2% | $4,645+113.6% |