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 | $51,811 | $71,883-27.9% | $86,677-40.2% | $68,494-24.4% |
| Participation rate | 48.6% | 72.2%-23.6pp | 76.6%-27.9pp | 67.9%-19.2pp |
| Annual return | -17.12% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,434 | $3,779-35.6% | $4,656-47.7% | $4,027-39.6% |
| Admin fee / account holder | $975 | $6,112-84.0% | $7,493-87.0% | $5,403-82.0% |