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 | $61,402 | $81,900-25.0% | $119,609-48.7% | $68,494-10.4% |
| Participation rate | 57.4% | 71.9%-14.4pp | 79.3%-21.8pp | 67.9%-10.4pp |
| Annual return | -16.01% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $303 | $2,693-88.8% | $4,232-92.8% | $2,596-88.3% |
| Participant deferral / active EE | $2,909 | $4,148-29.9% | $5,602-48.1% | $4,027-27.8% |
| Admin fee / account holder | $974 | $6,582-85.2% | $10,323-90.6% | $5,403-82.0% |