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 | $38,562 | $42,383-9.0% | $76,523-49.6% | $64,186-39.9% |
| Participation rate | 45.2% | 58.1%-12.9pp | 68.0%-22.8pp | 69.6%-24.3pp |
| Annual return | -6.24% | -16.54%+10.3pp | -0.27%-6.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $113 | $1,563-92.8% | $2,647-95.7% | $2,381-95.2% |
| Participant deferral / active EE | $1,771 | $2,566-31.0% | $3,835-53.8% | $3,470-49.0% |
| Admin fee / account holder | $2,276 | $3,198-28.8% | $4,848-53.1% | $4,888-53.4% |