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 | $38,128 | $62,586-39.1% | $76,768-50.3% | $64,186-40.6% |
| Participation rate | 67.2% | 72.8%-5.7pp | 77.0%-9.8pp | 69.6%-2.4pp |
| Annual return | -5.92% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $308 | $1,832-83.2% | $2,485-87.6% | $2,381-87.0% |
| Participant deferral / active EE | $2,296 | $3,145-27.0% | $3,852-40.4% | $3,470-33.8% |
| Admin fee / account holder | $512 | $4,667-89.0% | $6,675-92.3% | $4,888-89.5% |