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 | $47,723 | $71,883-33.6% | $86,677-44.9% | $68,494-30.3% |
| Participation rate | 40.7% | 72.2%-31.5pp | 76.6%-35.8pp | 67.9%-27.1pp |
| Annual return | -14.09% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $300 | $2,173-86.2% | $2,836-89.4% | $2,596-88.5% |
| Participant deferral / active EE | $2,273 | $3,779-39.8% | $4,656-51.2% | $4,027-43.5% |
| Admin fee / account holder | $807 | $6,112-86.8% | $7,493-89.2% | $5,403-85.1% |