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 | $56,068 | $67,411-16.8% | $91,001-38.4% | $70,131-20.1% |
| Participation rate | 37.7% | 71.4%-33.7pp | 75.6%-37.9pp | 69.5%-31.8pp |
| Annual return | 13.56% | -40.16%+53.7pp | 4.60%+9.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,792 | $2,823-36.5% | $3,547-49.5% | $3,332-46.2% |
| Admin fee / account holder | $10,200 | $4,236+140.8% | $5,417+88.3% | $4,645+119.6% |