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 | $61,359 | $61,660-0.5% | $80,019-23.3% | $64,186-4.4% |
| Participation rate | 68.6% | 71.7%-3.1pp | 75.8%-7.3pp | 69.6%-1.0pp |
| Annual return | -5.31% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $317 | $1,810-82.5% | $2,468-87.2% | $2,381-86.7% |
| Participant deferral / active EE | $2,120 | $2,968-28.6% | $3,686-42.5% | $3,470-38.9% |
| Admin fee / account holder | $535 | $5,417-90.1% | $6,521-91.8% | $4,888-89.1% |