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 | $70,706 | $105,860-33.2% | $90,749-22.1% | $134,475-47.4% |
| Participation rate | 44.4% | 78.2%-33.8pp | 75.7%-31.2pp | 81.2%-36.8pp |
| Annual return | -18.25% | -11.01%-7.2pp | -12.16%-6.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $347 | $3,462-90.0% | $2,921-88.1% | $4,740-92.7% |
| Participant deferral / active EE | $2,371 | $5,216-54.5% | $4,564-48.1% | $6,400-63.0% |
| Admin fee / account holder | $2,195 | $13,938-84.3% | $8,445-74.0% | $11,426-80.8% |