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 | $46,683 | $46,6740% | $117,472-60.3% | $68,494-31.8% |
| Participation rate | 30.1% | 56.8%-26.6pp | 70.6%-40.5pp | 67.9%-37.8pp |
| Annual return | -12.44% | -14.52%+2.1pp | 29.74%-42.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $248 | $1,505-83.5% | $4,176-94.1% | $2,596-90.5% |
| Participant deferral / active EE | $1,008 | $2,636-61.7% | $4,070-75.2% | $4,027-75.0% |
| Admin fee / account holder | $3,048 | $4,020-24.2% | $5,645-46.0% | $5,403-43.6% |