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 | $51,976 | $71,883-27.7% | $86,677-40.0% | $68,494-24.1% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.4pp |
| Annual return | -16.52% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,028 | $3,779-46.3% | $4,656-56.4% | $4,027-49.6% |
| Admin fee / account holder | $6,254 | $6,112+2.3% | $7,493-16.5% | $5,403+15.7% |