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 | $68,427 | $71,883-4.8% | $86,677-21.1% | $68,494-0.1% |
| Participation rate | 46.3% | 72.2%-25.9pp | 76.6%-30.2pp | 67.9%-21.5pp |
| Annual return | -16.65% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $221 | $2,173-89.8% | $2,836-92.2% | $2,596-91.5% |
| Participant deferral / active EE | $3,012 | $3,779-20.3% | $4,656-35.3% | $4,027-25.2% |
| Admin fee / account holder | $5,701 | $6,112-6.7% | $7,493-23.9% | $5,403+5.5% |