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 | $45,301 | $71,883-37.0% | $86,677-47.7% | $68,494-33.9% |
| Participation rate | 45.7% | 72.2%-26.5pp | 76.6%-30.9pp | 67.9%-22.2pp |
| Annual return | -18.03% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $402 | $2,173-81.5% | $2,836-85.8% | $2,596-84.5% |
| Participant deferral / active EE | $1,778 | $3,779-52.9% | $4,656-61.8% | $4,027-55.8% |
| Admin fee / account holder | $511 | $6,112-91.6% | $7,493-93.2% | $5,403-90.5% |