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 | $38,598 | $56,357-31.5% | $104,294-63.0% | $68,494-43.6% |
| Participation rate | 41.9% | 63.3%-21.3pp | 73.3%-31.3pp | 67.9%-26.0pp |
| Annual return | 4.38% | -9.19%+13.6pp | 24.61%-20.2pp | -7.84%+12.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,401 | $3,077-54.5% | $4,625-69.7% | $4,027-65.2% |
| Admin fee / account holder | $1,217 | $4,903-75.2% | $7,339-83.4% | $5,403-77.5% |