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 | $82,343 | $142,344-42.2% | $119,609-31.2% | $134,475-38.8% |
| Participation rate | 35.3% | 82.8%-47.5pp | 79.3%-44.0pp | 81.2%-45.9pp |
| Annual return | -13.70% | -12.44%-1.3pp | -14.97%+1.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $733 | $5,222-86.0% | $4,232-82.7% | $4,740-84.5% |
| Participant deferral / active EE | $2,664 | $6,469-58.8% | $5,602-52.4% | $6,400-58.4% |
| Admin fee / account holder | $1,763 | $13,584-87.0% | $10,323-82.9% | $11,426-84.6% |