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 | $46,078 | $113,935-59.6% | $94,224-51.1% | $125,391-63.3% |
| Participation rate | 63.2% | 82.9%-19.7pp | 78.8%-15.6pp | 83.2%-20.0pp |
| Annual return | -1.74% | 5.29%-7.0pp | 10.68%-12.4pp | 282.22%-284.0pp |
| Employer contribution / active EE | $379 | $4,727-92.0% | $3,587-89.4% | $4,866-92.2% |
| Participant deferral / active EE | $2,479 | $5,179-52.1% | $4,320-42.6% | $5,352-53.7% |
| Admin fee / account holder | $608 | $8,391-92.8% | $6,269-90.3% | $9,540-93.6% |