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 | $50,992 | $71,883-29.1% | $86,677-41.2% | $68,494-25.6% |
| Participation rate | 43.8% | 72.2%-28.5pp | 76.6%-32.8pp | 67.9%-24.1pp |
| Annual return | -12.21% | 3.52%-15.7pp | 35.91%-48.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $511 | $2,173-76.5% | $2,836-82.0% | $2,596-80.3% |
| Participant deferral / active EE | $1,859 | $3,779-50.8% | $4,656-60.1% | $4,027-53.8% |
| Admin fee / account holder | $15,786 | $6,112+158.3% | $7,493+110.7% | $5,403+192.2% |