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 | $28,958 | $100,754-71.3% | $86,677-66.6% | $134,475-78.5% |
| Participation rate | 25.0% | 78.9%-53.9pp | 76.6%-51.6pp | 81.2%-56.2pp |
| Annual return | -14.22% | 29.04%-43.3pp | 35.91%-50.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $520 | $3,489-85.1% | $2,836-81.7% | $4,740-89.0% |
| Participant deferral / active EE | $2,600 | $5,338-51.3% | $4,656-44.2% | $6,400-59.4% |
| Admin fee / account holder | $857 | $10,926-92.2% | $7,493-88.6% | $11,426-92.5% |