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 | $48,691 | $67,411-27.8% | $91,001-46.5% | $70,131-30.6% |
| Participation rate | 63.8% | 71.4%-7.6pp | 75.6%-11.8pp | 69.5%-5.7pp |
| Annual return | 14.75% | -40.16%+54.9pp | 4.60%+10.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | -$63 | $1,786-103.5% | $2,456-102.6% | $2,342-102.7% |
| Participant deferral / active EE | $2,634 | $2,823-6.7% | $3,547-25.7% | $3,332-20.9% |
| Admin fee / account holder | $1,309 | $4,236-69.1% | $5,417-75.8% | $4,645-71.8% |