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 | $31,796 | $42,894-25.9% | $60,874-47.8% | $68,494-53.6% |
| Participation rate | 36.1% | 66.8%-30.7pp | 73.1%-37.0pp | 67.9%-31.8pp |
| Annual return | -15.49% | -13.98%-1.5pp | 16.90%-32.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $263 | $1,978-86.7% | $2,701-90.3% | $2,596-89.9% |
| Participant deferral / active EE | $1,707 | $2,867-40.5% | $3,817-55.3% | $4,027-57.6% |
| Admin fee / account holder | $2,553 | $3,101-17.7% | $3,224-20.8% | $5,403-52.8% |