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 | $28,174 | $30,732-8.3% | $59,496-52.6% | $59,632-52.8% |
| Participation rate | 46.2% | 43.2%+2.9pp | 54.6%-8.4pp | 68.7%-22.5pp |
| Annual return | -0.36% | 4.47%-4.8pp | 182.05%-182.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,336 | $1,183+182.0% | $1,829+82.3% | $3,192+4.5% |
| Admin fee / account holder | $335 | $2,136-84.3% | $2,232-85.0% | $4,297-92.2% |