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 3-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 | $43,198 | $52,681-18.0% | $75,781-43.0% | $59,632-27.6% |
| Participation rate | 52.5% | 67.2%-14.7pp | 75.8%-23.3pp | 68.7%-16.2pp |
| Annual return | -2.82% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $221 | $2,193-89.9% | $3,323-93.3% | $2,203-90.0% |
| Participant deferral / active EE | $1,879 | $2,591-27.5% | $3,651-48.5% | $3,192-41.1% |
| Admin fee / account holder | $574 | $3,610-84.1% | $5,299-89.2% | $4,297-86.6% |