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 | $61,405 | $73,004-15.9% | $90,749-32.3% | $68,494-10.4% |
| Participation rate | 61.1% | 70.8%-9.7pp | 75.7%-14.6pp | 67.9%-6.8pp |
| Annual return | -17.43% | -13.81%-3.6pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $141 | $2,193-93.5% | $2,921-95.2% | $2,596-94.6% |
| Participant deferral / active EE | $2,486 | $3,627-31.4% | $4,564-45.5% | $4,027-38.3% |
| Admin fee / account holder | $4,004 | $5,896-32.1% | $8,445-52.6% | $5,403-25.9% |