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 | $44,609 | $91,911-51.5% | $68,793-35.2% | $135,375-67.0% |
| Participation rate | 28.6% | 76.7%-48.2pp | 72.2%-43.7pp | 82.6%-54.1pp |
| Annual return | -6.21% | -8.22%+2.0pp | -4.63%-1.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $153 | $3,924-96.1% | $2,625-94.2% | $4,779-96.8% |
| Participant deferral / active EE | $1,072 | $4,315-75.2% | $3,311-67.6% | $5,609-80.9% |
| Admin fee / account holder | $1,913 | $9,240-79.3% | $5,131-62.7% | $10,827-82.3% |