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 | $88,657 | $142,344-37.7% | $119,609-25.9% | $134,475-34.1% |
| Participation rate | 35.7% | 82.8%-47.1pp | 79.3%-43.5pp | 81.2%-45.5pp |
| Annual return | -16.11% | -12.44%-3.7pp | -14.97%-1.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,046 | $5,222-80.0% | $4,232-75.3% | $4,740-77.9% |
| Participant deferral / active EE | $3,308 | $6,469-48.9% | $5,602-40.9% | $6,400-48.3% |
| Admin fee / account holder | $1,158 | $13,584-91.5% | $10,323-88.8% | $11,426-89.9% |