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 | $35,475 | $67,411-47.4% | $91,001-61.0% | $70,131-49.4% |
| Participation rate | 48.5% | 71.4%-22.9pp | 75.6%-27.1pp | 69.5%-21.1pp |
| Annual return | 15.98% | -40.16%+56.1pp | 4.60%+11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $121 | $1,786-93.2% | $2,456-95.1% | $2,342-94.8% |
| Participant deferral / active EE | $1,529 | $2,823-45.8% | $3,547-56.9% | $3,332-54.1% |
| Admin fee / account holder | $3,080 | $4,236-27.3% | $5,417-43.1% | $4,645-33.7% |