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 | $36,648 | $64,707-43.4% | $112,228-67.3% | $68,494-46.5% |
| Participation rate | 32.1% | 67.2%-35.0pp | 75.1%-42.9pp | 67.9%-35.7pp |
| Annual return | -15.78% | -11.40%-4.4pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $201 | $2,746-92.7% | $3,635-94.5% | $2,596-92.3% |
| Participant deferral / active EE | $2,206 | $3,565-38.1% | $4,728-53.3% | $4,027-45.2% |
| Admin fee / account holder | $6,085 | $5,232+16.3% | $6,410-5.1% | $5,403+12.6% |