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 | $45,524 | $75,828-40.0% | $147,614-69.2% | $59,632-23.7% |
| Participation rate | 37.5% | 71.6%-34.1pp | 84.6%-47.1pp | 68.7%-31.2pp |
| Annual return | -0.32% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $242 | $3,485-93.1% | $5,564-95.7% | $2,203-89.0% |
| Participant deferral / active EE | $2,363 | $3,130-24.5% | $4,895-51.7% | $3,192-26.0% |
| Admin fee / account holder | $2,582 | $5,985-56.9% | $11,611-77.8% | $4,297-39.9% |