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 | $42,331 | $64,707-34.6% | $112,228-62.3% | $68,494-38.2% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -16.06% | -11.40%-4.7pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $374 | $2,746-86.4% | $3,635-89.7% | $2,596-85.6% |
| Participant deferral / active EE | $2,023 | $3,565-43.3% | $4,728-57.2% | $4,027-49.8% |
| Admin fee / account holder | $6,670 | $5,232+27.5% | $6,410+4.1% | $5,403+23.5% |