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 | $61,438 | $72,404-15.1% | $110,238-44.3% | $64,186-4.3% |
| Participation rate | 49.0% | 73.3%-24.4pp | 79.8%-30.8pp | 69.6%-20.6pp |
| Annual return | -4.86% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $375 | $2,282-83.6% | $3,826-90.2% | $2,381-84.3% |
| Participant deferral / active EE | $1,871 | $3,469-46.1% | $4,672-60.0% | $3,470-46.1% |
| Admin fee / account holder | $2,648 | $5,664-53.3% | $8,547-69.0% | $4,888-45.8% |