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 | $31,278 | $73,867-57.7% | $143,757-78.2% | $68,494-54.3% |
| Participation rate | 61.1% | 66.7%-5.5pp | 80.3%-19.2pp | 67.9%-6.8pp |
| Annual return | -13.30% | 1.01%-14.3pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $189 | $3,184-94.0% | $4,951-96.2% | $2,596-92.7% |
| Participant deferral / active EE | $1,194 | $3,384-64.7% | $5,637-78.8% | $4,027-70.3% |
| Admin fee / account holder | $1,244 | $5,755-78.4% | $14,673-91.5% | $5,403-77.0% |