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 | $39,251 | $62,586-37.3% | $76,768-48.9% | $64,186-38.8% |
| Participation rate | 56.0% | 72.8%-16.8pp | 77.0%-21.0pp | 69.6%-13.6pp |
| Annual return | -7.31% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $123 | $1,832-93.3% | $2,485-95.0% | $2,381-94.8% |
| Participant deferral / active EE | $3,186 | $3,145+1.3% | $3,852-17.3% | $3,470-8.2% |
| Admin fee / account holder | $2,928 | $4,667-37.3% | $6,675-56.1% | $4,888-40.1% |