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 | $47,882 | $110,094-56.5% | $151,611-68.4% | $68,494-30.1% |
| Participation rate | 61.9% | 84.0%-22.1pp | 87.5%-25.6pp | 67.9%-6.0pp |
| Annual return | -17.56% | -10.12%-7.4pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,097 | $4,471-75.5% | $6,166-82.2% | $2,596-57.7% |
| Participant deferral / active EE | $3,061 | $6,527-53.1% | $8,363-63.4% | $4,027-24.0% |
| Admin fee / account holder | $2,149 | $7,719-72.2% | $11,616-81.5% | $5,403-60.2% |