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 | $63,842 | $99,032-35.5% | $80,019-20.2% | $135,375-52.8% |
| Participation rate | 60.9% | 78.4%-17.5pp | 75.8%-15.0pp | 82.6%-21.8pp |
| Annual return | -5.64% | 15.39%-21.0pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $96 | $3,043-96.8% | $2,468-96.1% | $4,779-98.0% |
| Participant deferral / active EE | $3,511 | $4,282-18.0% | $3,686-4.8% | $5,609-37.4% |
| Admin fee / account holder | $1,204 | $10,436-88.5% | $6,521-81.5% | $10,827-88.9% |