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 | $44,781 | $90,590-50.6% | $90,782-50.7% | $135,375-66.9% |
| Participation rate | 58.3% | 83.7%-25.4pp | 82.7%-24.3pp | 82.6%-24.3pp |
| Annual return | -5.69% | -3.40%-2.3pp | -3.42%-2.3pp | 519.73%-525.4pp |
| Employer contribution / active EE | $77 | $4,352-98.2% | $4,105-98.1% | $4,779-98.4% |
| Participant deferral / active EE | $2,449 | $5,407-54.7% | $5,366-54.4% | $5,609-56.3% |
| Admin fee / account holder | $3,127 | $7,683-59.3% | $5,908-47.1% | $10,827-71.1% |