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 | $44,730 | $81,900-45.4% | $119,609-62.6% | $68,494-34.7% |
| Participation rate | 55.2% | 71.9%-16.7pp | 79.3%-24.1pp | 67.9%-12.7pp |
| Annual return | -13.31% | -23.82%+10.5pp | -14.97%+1.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $506 | $2,693-81.2% | $4,232-88.0% | $2,596-80.5% |
| Participant deferral / active EE | $2,686 | $4,148-35.2% | $5,602-52.1% | $4,027-33.3% |
| Admin fee / account holder | $1,772 | $6,582-73.1% | $10,323-82.8% | $5,403-67.2% |