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 | $25,755 | $67,411-61.8% | $91,001-71.7% | $70,131-63.3% |
| Participation rate | 36.7% | 71.4%-34.7pp | 75.6%-38.9pp | 69.5%-32.9pp |
| Annual return | 19.02% | -40.16%+59.2pp | 4.60%+14.4pp | 73.14%-54.1pp |
| Employer contribution / active EE | $79 | $1,786-95.6% | $2,456-96.8% | $2,342-96.6% |
| Participant deferral / active EE | $1,654 | $2,823-41.4% | $3,547-53.4% | $3,332-50.4% |
| Admin fee / account holder | $1,117 | $4,236-73.6% | $5,417-79.4% | $4,645-75.9% |