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 | $38,005 | $72,404-47.5% | $110,238-65.5% | $64,186-40.8% |
| Participation rate | 59.4% | 73.3%-14.0pp | 79.8%-20.4pp | 69.6%-10.2pp |
| Annual return | 0.31% | -6.29%+6.6pp | 314.74%-314.4pp | 7.63%-7.3pp |
| Employer contribution / active EE | $397 | $2,282-82.6% | $3,826-89.6% | $2,381-83.3% |
| Participant deferral / active EE | $1,726 | $3,469-50.2% | $4,672-63.1% | $3,470-50.3% |
| Admin fee / account holder | $314 | $5,664-94.5% | $8,547-96.3% | $4,888-93.6% |