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 | $36,225 | $61,660-41.3% | $80,019-54.7% | $64,186-43.6% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | -6.83% | -0.33%-6.5pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $349 | $1,810-80.7% | $2,468-85.9% | $2,381-85.4% |
| Participant deferral / active EE | $2,101 | $2,968-29.2% | $3,686-43.0% | $3,470-39.4% |
| Admin fee / account holder | $4,219 | $5,417-22.1% | $6,521-35.3% | $4,888-13.7% |