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 | $87,246 | $73,867+18.1% | $143,757-39.3% | $68,494+27.4% |
| Participation rate | 40.0% | 66.7%-26.7pp | 80.3%-40.3pp | 67.9%-27.9pp |
| Annual return | -7.69% | 1.01%-8.7pp | -0.04%-7.6pp | -7.84%+0.2pp |
| Employer contribution / active EE | $299 | $3,184-90.6% | $4,951-94.0% | $2,596-88.5% |
| Participant deferral / active EE | $1,886 | $3,384-44.3% | $5,637-66.5% | $4,027-53.2% |
| Admin fee / account holder | $4,833 | $5,755-16.0% | $14,673-67.1% | $5,403-10.5% |