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 | $54,337 | $127,386-57.3% | $115,037-52.8% | $125,391-56.7% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -0.22% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.4pp |
| Employer contribution / active EE | $498 | $5,166-90.4% | $4,608-89.2% | $4,866-89.8% |
| Participant deferral / active EE | $3,974 | $6,423-38.1% | $6,026-34.1% | $5,352-25.7% |
| Admin fee / account holder | $35,590 | $9,516+274.0% | $8,175+335.3% | $9,540+273.0% |