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 | $57,963 | $64,707-10.4% | $112,228-48.4% | $68,494-15.4% |
| Participation rate | 56.6% | 67.2%-10.5pp | 75.1%-18.4pp | 67.9%-11.3pp |
| Annual return | -17.67% | -11.40%-6.3pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $516 | $2,746-81.2% | $3,635-85.8% | $2,596-80.1% |
| Participant deferral / active EE | $2,428 | $3,565-31.9% | $4,728-48.7% | $4,027-39.7% |
| Admin fee / account holder | $3,311 | $5,232-36.7% | $6,410-48.3% | $5,403-38.7% |