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 | $58,997 | $87,540-32.6% | $75,781-22.1% | $125,391-52.9% |
| Participation rate | 41.7% | 80.2%-38.5pp | 75.8%-34.2pp | 83.2%-41.5pp |
| Annual return | -1.45% | 13.48%-14.9pp | 9.68%-11.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $417 | $3,930-89.4% | $3,323-87.5% | $4,866-91.4% |
| Participant deferral / active EE | $1,423 | $4,229-66.4% | $3,651-61.0% | $5,352-73.4% |
| Admin fee / account holder | $8,441 | $6,502+29.8% | $5,299+59.3% | $9,540-11.5% |