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 | $60,324 | $53,162+13.5% | $91,220-33.9% | $68,494-11.9% |
| Participation rate | 27.3% | 63.2%-35.9pp | 73.2%-45.9pp | 67.9%-40.6pp |
| Annual return | -16.84% | -3.14%-13.7pp | 114.01%-130.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,447 | $2,974-51.3% | $4,234-65.8% | $4,027-64.1% |
| Admin fee / account holder | $3,447 | $4,493-23.3% | $5,420-36.4% | $5,403-36.2% |