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 | $61,350 | $133,958-54.2% | $112,228-45.3% | $134,475-54.4% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -10.55% | 47.11%-57.7pp | 27.45%-38.0pp | 417.96%-428.5pp |
| Employer contribution / active EE | $74 | $4,038-98.2% | $3,635-98.0% | $4,740-98.4% |
| Participant deferral / active EE | $4,279 | $5,291-19.1% | $4,728-9.5% | $6,400-33.1% |
| Admin fee / account holder | $2,079 | $7,489-72.2% | $6,410-67.6% | $11,426-81.8% |