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 | $61,406 | $73,867-16.9% | $143,757-57.3% | $68,494-10.3% |
| Participation rate | 46.7% | 66.7%-20.0pp | 80.3%-33.6pp | 67.9%-21.2pp |
| Annual return | -15.85% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $386 | $3,184-87.9% | $4,951-92.2% | $2,596-85.1% |
| Participant deferral / active EE | $2,551 | $3,384-24.6% | $5,637-54.8% | $4,027-36.7% |
| Admin fee / account holder | $1,325 | $5,755-77.0% | $14,673-91.0% | $5,403-75.5% |