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 | $50,459 | $50,958-1.0% | $74,550-32.3% | $64,186-21.4% |
| Participation rate | 25.9% | 61.1%-35.1pp | 69.1%-43.2pp | 69.6%-43.6pp |
| Annual return | -7.90% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $120 | $1,115-89.2% | $1,961-93.9% | $2,381-95.0% |
| Participant deferral / active EE | $1,383 | $2,301-39.9% | $3,108-55.5% | $3,470-60.1% |
| Admin fee / account holder | $2,614 | $4,223-38.1% | $5,060-48.3% | $4,888-46.5% |