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 | $44,377 | $95,193-53.4% | $76,523-42.0% | $135,375-67.2% |
| Participation rate | 68.2% | 74.4%-6.2pp | 68.0%+0.2pp | 82.6%-14.5pp |
| Annual return | -2.55% | 4.85%-7.4pp | -0.27%-2.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,197 | $4,639-9.5% | $3,835+9.4% | $5,609-25.2% |
| Admin fee / account holder | $7,114 | $6,249+13.8% | $4,848+46.7% | $10,827-34.3% |