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 | $84,664 | $48,265+75.4% | $68,791+23.1% | $68,494+23.6% |
| Participation rate | 28.2% | 60.7%-32.5pp | 69.0%-40.9pp | 67.9%-39.7pp |
| Annual return | -17.82% | -12.71%-5.1pp | -6.38%-11.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $136 | $1,829-92.6% | $2,655-94.9% | $2,596-94.8% |
| Participant deferral / active EE | $1,841 | $2,867-35.8% | $3,941-53.3% | $4,027-54.3% |
| Admin fee / account holder | $456 | $4,355-89.5% | $4,932-90.8% | $5,403-91.6% |