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 | $31,943 | $142,344-77.6% | $119,609-73.3% | $134,475-76.2% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -10.71% | -12.44%+1.7pp | -14.97%+4.3pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,010 | $5,222-80.7% | $4,232-76.1% | $4,740-78.7% |
| Participant deferral / active EE | $2,340 | $6,469-63.8% | $5,602-58.2% | $6,400-63.4% |
| Admin fee / account holder | $14,756 | $13,584+8.6% | $10,323+42.9% | $11,426+29.1% |