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 | $45,762 | $152,509-70.0% | $117,472-61.0% | $134,475-66.0% |
| Participation rate | 42.9% | 77.1%-34.2pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -13.64% | 52.99%-66.6pp | 29.74%-43.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $124 | $5,571-97.8% | $4,176-97.0% | $4,740-97.4% |
| Participant deferral / active EE | $1,236 | $4,818-74.3% | $4,070-69.6% | $6,400-80.7% |
| Admin fee / account holder | $3,893 | $7,004-44.4% | $5,645-31.0% | $11,426-65.9% |