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 | $41,911 | $57,354-26.9% | $83,848-50.0% | $64,186-34.7% |
| Participation rate | 31.5% | 68.6%-37.1pp | 76.1%-44.7pp | 69.6%-38.1pp |
| Annual return | -7.57% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $385 | $2,545-84.9% | $3,631-89.4% | $2,381-83.8% |
| Participant deferral / active EE | $1,567 | $2,993-47.7% | $4,082-61.6% | $3,470-54.8% |
| Admin fee / account holder | $1,357 | $4,046-66.5% | $5,478-75.2% | $4,888-72.2% |