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 | $56,962 | $57,354-0.7% | $83,848-32.1% | $64,186-11.3% |
| Participation rate | 44.3% | 68.6%-24.3pp | 76.1%-31.9pp | 69.6%-25.3pp |
| Annual return | -3.48% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $248 | $2,545-90.3% | $3,631-93.2% | $2,381-89.6% |
| Participant deferral / active EE | $2,434 | $2,993-18.7% | $4,082-40.4% | $3,470-29.8% |
| Admin fee / account holder | $2,663 | $4,046-34.2% | $5,478-51.4% | $4,888-45.5% |