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 | $51,756 | $140,588-63.2% | $123,104-58.0% | $125,391-58.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -2.11% | 16.80%-18.9pp | 13.22%-15.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,088 | $6,041-82.0% | $5,151-78.9% | $4,866-77.6% |
| Participant deferral / active EE | $2,588 | $6,980-62.9% | $6,230-58.4% | $5,352-51.6% |
| Admin fee / account holder | $548 | $11,198-95.1% | $9,015-93.9% | $9,540-94.3% |