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 | $43,808 | $53,596-18.3% | $90,645-51.7% | $64,186-31.7% |
| Participation rate | 31.0% | 64.5%-33.5pp | 74.0%-43.0pp | 69.6%-38.5pp |
| Annual return | -3.80% | 4.41%-8.2pp | 1.88%-5.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $924 | $2,459-62.4% | $3,425-73.0% | $3,470-73.4% |
| Admin fee / account holder | $2,305 | $3,868-40.4% | $4,994-53.8% | $4,888-52.8% |