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 | $60,931 | $62,586-2.6% | $76,768-20.6% | $64,186-5.1% |
| Participation rate | 24.4% | 72.8%-48.4pp | 77.0%-52.6pp | 69.6%-45.2pp |
| Annual return | 2.64% | -1.95%+4.6pp | 2.43%+0.2pp | 7.63%-5.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,991 | $3,145-36.7% | $3,852-48.3% | $3,470-42.6% |
| Admin fee / account holder | $19,962 | $4,667+327.7% | $6,675+199.1% | $4,888+308.4% |