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 | $59,368 | $147,167-59.7% | $111,392-46.7% | $135,375-56.1% |
| Participation rate | 58.3% | 84.0%-25.7pp | 78.9%-20.5pp | 82.6%-24.3pp |
| Annual return | -3.69% | -4.44%+0.7pp | -2.06%-1.6pp | 519.73%-523.4pp |
| Employer contribution / active EE | $342 | $5,204-93.4% | $4,328-92.1% | $4,779-92.9% |
| Participant deferral / active EE | $2,721 | $6,565-58.5% | $5,567-51.1% | $5,609-51.5% |
| Admin fee / account holder | $49,844 | $20,270+145.9% | $12,266+306.4% | $10,827+360.4% |