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 | $31,982 | $57,354-44.2% | $83,848-61.9% | $64,186-50.2% |
| Participation rate | 65.9% | 68.6%-2.7pp | 76.1%-10.2pp | 69.6%-3.7pp |
| Annual return | -4.90% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $223 | $2,545-91.3% | $3,631-93.9% | $2,381-90.7% |
| Participant deferral / active EE | $2,812 | $2,993-6.0% | $4,082-31.1% | $3,470-18.9% |
| Admin fee / account holder | $1,063 | $4,046-73.7% | $5,478-80.6% | $4,888-78.3% |