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 | $71,460 | $57,354+24.6% | $83,848-14.8% | $64,186+11.3% |
| Participation rate | 53.5% | 68.6%-15.1pp | 76.1%-22.7pp | 69.6%-16.1pp |
| Annual return | -6.09% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $269 | $2,545-89.4% | $3,631-92.6% | $2,381-88.7% |
| Participant deferral / active EE | $2,218 | $2,993-25.9% | $4,082-45.7% | $3,470-36.1% |
| Admin fee / account holder | $4,304 | $4,046+6.4% | $5,478-21.4% | $4,888-12.0% |