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 | $59,891 | $62,586-4.3% | $76,768-22.0% | $64,186-6.7% |
| Participation rate | 39.8% | 72.8%-33.1pp | 77.0%-37.2pp | 69.6%-29.8pp |
| Annual return | -3.39% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $372 | $1,832-79.7% | $2,485-85.0% | $2,381-84.4% |
| Participant deferral / active EE | $1,505 | $3,145-52.1% | $3,852-60.9% | $3,470-56.6% |
| Admin fee / account holder | $9,473 | $4,667+103.0% | $6,675+41.9% | $4,888+93.8% |