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 | $16,847 | $57,354-70.6% | $83,848-79.9% | $64,186-73.8% |
| Participation rate | 60.3% | 68.6%-8.3pp | 76.1%-15.8pp | 69.6%-9.2pp |
| Annual return | -3.36% | 11.38%-14.7pp | 850.88%-854.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $149 | $2,545-94.1% | $3,631-95.9% | $2,381-93.7% |
| Participant deferral / active EE | $1,490 | $2,993-50.2% | $4,082-63.5% | $3,470-57.1% |
| Admin fee / account holder | $1,607 | $4,046-60.3% | $5,478-70.7% | $4,888-67.1% |