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 | $39,575 | $133,958-70.5% | $112,228-64.7% | $134,475-70.6% |
| Participation rate | 45.8% | 78.6%-32.7pp | 75.1%-29.2pp | 81.2%-35.4pp |
| Annual return | -17.62% | 47.11%-64.7pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,043 | $5,291-61.4% | $4,728-56.8% | $6,400-68.1% |
| Admin fee / account holder | $855 | $7,489-88.6% | $6,410-86.7% | $11,426-92.5% |