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 | $81,989 | $211,958-61.3% | $169,463-51.6% | $135,375-39.4% |
| Participation rate | 54.2% | 82.6%-28.5pp | 77.8%-23.6pp | 82.6%-28.5pp |
| Annual return | -6.60% | 3.26%-9.9pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $253 | $5,120-95.1% | $4,159-93.9% | $4,779-94.7% |
| Participant deferral / active EE | $2,411 | $6,075-60.3% | $5,277-54.3% | $5,609-57.0% |
| Admin fee / account holder | $733 | $11,471-93.6% | $9,109-91.9% | $10,827-93.2% |