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 | $28,343 | $73,867-61.6% | $143,757-80.3% | $68,494-58.6% |
| Participation rate | 55.2% | 66.7%-11.5pp | 80.3%-25.1pp | 67.9%-12.7pp |
| Annual return | -12.59% | 1.01%-13.6pp | -0.04%-12.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $359 | $3,184-88.7% | $4,951-92.8% | $2,596-86.2% |
| Participant deferral / active EE | $2,923 | $3,384-13.6% | $5,637-48.1% | $4,027-27.4% |
| Admin fee / account holder | $4,285 | $5,755-25.5% | $14,673-70.8% | $5,403-20.7% |