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 | $48,783 | $72,404-32.6% | $110,238-55.7% | $64,186-24.0% |
| Participation rate | 48.8% | 73.3%-24.6pp | 79.8%-31.0pp | 69.6%-20.8pp |
| Annual return | -3.81% | -6.29%+2.5pp | 314.74%-318.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $371 | $2,282-83.7% | $3,826-90.3% | $2,381-84.4% |
| Participant deferral / active EE | $1,593 | $3,469-54.1% | $4,672-65.9% | $3,470-54.1% |
| Admin fee / account holder | $6,105 | $5,664+7.8% | $8,547-28.6% | $4,888+24.9% |