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 | $41,009 | $56,357-27.2% | $104,294-60.7% | $68,494-40.1% |
| Participation rate | 35.0% | 63.3%-28.3pp | 73.3%-38.3pp | 67.9%-32.9pp |
| Annual return | -14.76% | -9.19%-5.6pp | 24.61%-39.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $265 | $1,960-86.5% | $3,372-92.1% | $2,596-89.8% |
| Participant deferral / active EE | $1,232 | $3,077-60.0% | $4,625-73.4% | $4,027-69.4% |
| Admin fee / account holder | $446 | $4,903-90.9% | $7,339-93.9% | $5,403-91.7% |