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 | $25,867 | $73,867-65.0% | $143,757-82.0% | $68,494-62.2% |
| Participation rate | 28.0% | 66.7%-38.7pp | 80.3%-52.3pp | 67.9%-39.9pp |
| Annual return | -17.68% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $111 | $3,184-96.5% | $4,951-97.8% | $2,596-95.7% |
| Participant deferral / active EE | $1,027 | $3,384-69.6% | $5,637-81.8% | $4,027-74.5% |
| Admin fee / account holder | $3,780 | $5,755-34.3% | $14,673-74.2% | $5,403-30.0% |