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 | $68,935 | $71,883-4.1% | $86,677-20.5% | $68,494+0.6% |
| Participation rate | 37.8% | 72.2%-34.5pp | 76.6%-38.8pp | 67.9%-30.1pp |
| Annual return | -18.61% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $391 | $2,173-82.0% | $2,836-86.2% | $2,596-84.9% |
| Participant deferral / active EE | $1,782 | $3,779-52.8% | $4,656-61.7% | $4,027-55.8% |
| Admin fee / account holder | $1,513 | $6,112-75.2% | $7,493-79.8% | $5,403-72.0% |