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 | $46,157 | $67,411-31.5% | $91,001-49.3% | $70,131-34.2% |
| Participation rate | 69.6% | 71.4%-1.8pp | 75.6%-6.0pp | 69.5%0pp |
| Annual return | 18.50% | -40.16%+58.7pp | 4.60%+13.9pp | 73.14%-54.6pp |
| Employer contribution / active EE | $240 | $1,786-86.6% | $2,456-90.2% | $2,342-89.8% |
| Participant deferral / active EE | $1,776 | $2,823-37.1% | $3,547-49.9% | $3,332-46.7% |
| Admin fee / account holder | $1,372 | $4,236-67.6% | $5,417-74.7% | $4,645-70.5% |