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 5-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 | $19,933 | $76,912-74.1% | $129,110-84.6% | $68,494-70.9% |
| Participation rate | 29.4% | 69.1%-39.7pp | 77.3%-47.8pp | 67.9%-38.5pp |
| Annual return | -16.41% | -9.78%-6.6pp | -10.94%-5.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $799 | $3,243-75.4% | $5,052-84.2% | $2,596-69.2% |
| Participant deferral / active EE | $2,368 | $4,732-50.0% | $6,542-63.8% | $4,027-41.2% |
| Admin fee / account holder | $3,737 | $6,638-43.7% | $14,302-73.9% | $5,403-30.8% |