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 | $38,830 | $46,674-16.8% | $117,472-66.9% | $68,494-43.3% |
| Participation rate | 46.8% | 56.8%-10.0pp | 70.6%-23.8pp | 67.9%-21.1pp |
| Annual return | -18.15% | -14.52%-3.6pp | 29.74%-47.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $248 | $1,505-83.5% | $4,176-94.1% | $2,596-90.5% |
| Participant deferral / active EE | $2,292 | $2,636-13.0% | $4,070-43.7% | $4,027-43.1% |
| Admin fee / account holder | $772 | $4,020-80.8% | $5,645-86.3% | $5,403-85.7% |