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 | $26,721 | $77,813-65.7% | $123,544-78.4% | $64,186-58.4% |
| Participation rate | 67.2% | 74.7%-7.5pp | 82.3%-15.1pp | 69.6%-2.3pp |
| Annual return | -4.58% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $96 | $3,014-96.8% | $4,628-97.9% | $2,381-96.0% |
| Participant deferral / active EE | $4,191 | $5,240-20.0% | $6,426-34.8% | $3,470+20.8% |
| Admin fee / account holder | $3,427 | $5,519-37.9% | $9,284-63.1% | $4,888-29.9% |