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 | $57,772 | $167,307-65.5% | $143,757-59.8% | $134,475-57.0% |
| Participation rate | 46.7% | 84.8%-38.1pp | 80.3%-33.6pp | 81.2%-34.6pp |
| Annual return | -17.64% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $646 | $5,619-88.5% | $4,951-86.9% | $4,740-86.4% |
| Participant deferral / active EE | $4,316 | $6,446-33.0% | $5,637-23.4% | $6,400-32.6% |
| Admin fee / account holder | $5,900 | $18,088-67.4% | $14,673-59.8% | $11,426-48.4% |