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 | $24,519 | $69,010-64.5% | $159,960-84.7% | $68,494-64.2% |
| Participation rate | 53.7% | 65.4%-11.8pp | 78.0%-24.3pp | 67.9%-14.2pp |
| Annual return | -16.04% | -9.65%-6.4pp | 408.60%-424.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $366 | $2,213-83.5% | $4,226-91.3% | $2,596-85.9% |
| Participant deferral / active EE | $1,809 | $4,212-57.1% | $6,182-70.7% | $4,027-55.1% |
| Admin fee / account holder | $698 | $4,798-85.4% | $8,698-92.0% | $5,403-87.1% |