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 | $38,598 | $211,958-81.8% | $169,463-77.2% | $135,375-71.5% |
| Participation rate | 31.6% | 82.6%-51.1pp | 77.8%-46.2pp | 82.6%-51.1pp |
| Annual return | -6.25% | 3.26%-9.5pp | 1.83%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $152 | $5,120-97.0% | $4,159-96.3% | $4,779-96.8% |
| Participant deferral / active EE | $1,522 | $6,075-75.0% | $5,277-71.2% | $5,609-72.9% |
| Admin fee / account holder | $7,096 | $11,471-38.1% | $9,109-22.1% | $10,827-34.5% |