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 | $36,909 | $77,813-52.6% | $123,544-70.1% | $64,186-42.5% |
| Participation rate | 31.3% | 74.7%-43.5pp | 82.3%-51.0pp | 69.6%-38.3pp |
| Annual return | -6.03% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,903 | $5,240-6.4% | $6,426-23.7% | $3,470+41.3% |
| Admin fee / account holder | $6,047 | $5,519+9.6% | $9,284-34.9% | $4,888+23.7% |