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 | $39,819 | $46,674-14.7% | $117,472-66.1% | $68,494-41.9% |
| Participation rate | 53.7% | 56.8%-3.1pp | 70.6%-16.9pp | 67.9%-14.2pp |
| Annual return | 8.93% | -14.52%+23.5pp | 29.74%-20.8pp | -7.84%+16.8pp |
| Employer contribution / active EE | $293 | $1,505-80.5% | $4,176-93.0% | $2,596-88.7% |
| Participant deferral / active EE | $1,711 | $2,636-35.1% | $4,070-58.0% | $4,027-57.5% |
| Admin fee / account holder | $11,753 | $4,020+192.4% | $5,645+108.2% | $5,403+117.5% |