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 | $54,497 | $57,354-5.0% | $83,848-35.0% | $64,186-15.1% |
| Participation rate | 46.4% | 68.6%-22.2pp | 76.1%-29.7pp | 69.6%-23.1pp |
| Annual return | -3.33% | 11.38%-14.7pp | 850.88%-854.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $391 | $2,545-84.7% | $3,631-89.2% | $2,381-83.6% |
| Participant deferral / active EE | $2,093 | $2,993-30.1% | $4,082-48.7% | $3,470-39.7% |
| Admin fee / account holder | $15,244 | $4,046+276.8% | $5,478+178.3% | $4,888+211.9% |