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 | $37,205 | $57,354-35.1% | $83,848-55.6% | $64,186-42.0% |
| Participation rate | 53.2% | 68.6%-15.4pp | 76.1%-22.9pp | 69.6%-16.3pp |
| Annual return | -4.67% | 11.38%-16.1pp | 850.88%-855.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $197 | $2,545-92.3% | $3,631-94.6% | $2,381-91.7% |
| Participant deferral / active EE | $1,328 | $2,993-55.6% | $4,082-67.5% | $3,470-61.7% |
| Admin fee / account holder | $830 | $4,046-79.5% | $5,478-84.9% | $4,888-83.0% |