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 | $41,816 | $56,357-25.8% | $104,294-59.9% | $68,494-38.9% |
| Participation rate | 42.9% | 63.3%-20.4pp | 73.3%-30.4pp | 67.9%-25.0pp |
| Annual return | -17.25% | -9.19%-8.1pp | 24.61%-41.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $331 | $1,960-83.1% | $3,372-90.2% | $2,596-87.3% |
| Participant deferral / active EE | $1,858 | $3,077-39.6% | $4,625-59.8% | $4,027-53.9% |
| Admin fee / account holder | $4,434 | $4,903-9.6% | $7,339-39.6% | $5,403-17.9% |