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 | $52,689 | $77,813-32.3% | $123,544-57.4% | $64,186-17.9% |
| Participation rate | 35.4% | 74.7%-39.3pp | 82.3%-46.9pp | 69.6%-34.2pp |
| Annual return | -6.74% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $96 | $3,014-96.8% | $4,628-97.9% | $2,381-96.0% |
| Participant deferral / active EE | $2,902 | $5,240-44.6% | $6,426-54.8% | $3,470-16.3% |
| Admin fee / account holder | $9,921 | $5,519+79.8% | $9,284+6.9% | $4,888+103.0% |