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 | $22,636 | $49,280-54.1% | $67,313-66.4% | $64,186-64.7% |
| Participation rate | 64.1% | 60.8%+3.3pp | 69.1%-5.0pp | 69.6%-5.5pp |
| Annual return | -7.49% | -1.39%-6.1pp | -4.08%-3.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $147 | $1,668-91.2% | $2,566-94.3% | $2,381-93.8% |
| Participant deferral / active EE | $1,210 | $2,484-51.3% | $3,568-66.1% | $3,470-65.1% |
| Admin fee / account holder | $1,121 | $3,863-71.0% | $4,507-75.1% | $4,888-77.1% |