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 | $34,922 | $110,094-68.3% | $151,611-77.0% | $68,494-49.0% |
| Participation rate | 52.5% | 84.0%-31.5pp | 87.5%-35.0pp | 67.9%-15.4pp |
| Annual return | -13.84% | -10.12%-3.7pp | 3.33%-17.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $660 | $4,471-85.2% | $6,166-89.3% | $2,596-74.6% |
| Participant deferral / active EE | $3,555 | $6,527-45.5% | $8,363-57.5% | $4,027-11.7% |
| Admin fee / account holder | $5,938 | $7,719-23.1% | $11,616-48.9% | $5,403+9.9% |