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 | $39,067 | $110,094-64.5% | $151,611-74.2% | $68,494-43.0% |
| Participation rate | 55.1% | 84.0%-28.9pp | 87.5%-32.4pp | 67.9%-12.8pp |
| Annual return | -10.27% | -10.12%-0.1pp | 3.33%-13.6pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,241 | $4,471-72.2% | $6,166-79.9% | $2,596-52.2% |
| Participant deferral / active EE | $4,543 | $6,527-30.4% | $8,363-45.7% | $4,027+12.8% |
| Admin fee / account holder | $4,199 | $7,719-45.6% | $11,616-63.9% | $5,403-22.3% |