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 | $42,422 | $113,935-62.8% | $94,224-55.0% | $125,391-66.2% |
| Participation rate | 40.0% | 82.9%-42.9pp | 78.8%-38.8pp | 83.2%-43.2pp |
| Annual return | -3.32% | 5.29%-8.6pp | 10.68%-14.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $276 | $4,727-94.2% | $3,587-92.3% | $4,866-94.3% |
| Participant deferral / active EE | $1,810 | $5,179-65.0% | $4,320-58.1% | $5,352-66.2% |
| Admin fee / account holder | $486 | $8,391-94.2% | $6,269-92.3% | $9,540-94.9% |