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 | $61,999 | $67,411-8.0% | $91,001-31.9% | $70,131-11.6% |
| Participation rate | 67.9% | 71.4%-3.4pp | 75.6%-7.7pp | 69.5%-1.6pp |
| Annual return | 16.55% | -40.16%+56.7pp | 4.60%+11.9pp | 73.14%-56.6pp |
| Employer contribution / active EE | $131 | $1,786-92.7% | $2,456-94.7% | $2,342-94.4% |
| Participant deferral / active EE | $5,011 | $2,823+77.5% | $3,547+41.3% | $3,332+50.4% |
| Admin fee / account holder | $17,728 | $4,236+318.5% | $5,417+227.2% | $4,645+281.6% |