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 | $48,923 | $71,883-31.9% | $86,677-43.6% | $68,494-28.6% |
| Participation rate | 63.3% | 72.2%-9.0pp | 76.6%-13.3pp | 67.9%-4.6pp |
| Annual return | -12.84% | 3.52%-16.4pp | 35.91%-48.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $281 | $2,173-87.1% | $2,836-90.1% | $2,596-89.2% |
| Participant deferral / active EE | $2,359 | $3,779-37.6% | $4,656-49.3% | $4,027-41.4% |
| Admin fee / account holder | $1,736 | $6,112-71.6% | $7,493-76.8% | $5,403-67.9% |