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 | $79,435 | $142,344-44.2% | $119,609-33.6% | $134,475-40.9% |
| Participation rate | 60.9% | 82.8%-21.9pp | 79.3%-18.4pp | 81.2%-20.4pp |
| Annual return | -14.93% | -12.44%-2.5pp | -14.97%0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $601 | $5,222-88.5% | $4,232-85.8% | $4,740-87.3% |
| Participant deferral / active EE | $2,746 | $6,469-57.6% | $5,602-51.0% | $6,400-57.1% |
| Admin fee / account holder | $15,229 | $13,584+12.1% | $10,323+47.5% | $11,426+33.3% |