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 | $52,186 | $71,883-27.4% | $86,677-39.8% | $68,494-23.8% |
| Participation rate | 38.5% | 72.2%-33.8pp | 76.6%-38.1pp | 67.9%-29.4pp |
| Annual return | -17.83% | 3.52%-21.4pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $359 | $2,173-83.5% | $2,836-87.3% | $2,596-86.2% |
| Participant deferral / active EE | $3,518 | $3,779-6.9% | $4,656-24.4% | $4,027-12.6% |
| Admin fee / account holder | $6,796 | $6,112+11.2% | $7,493-9.3% | $5,403+25.8% |