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 | $18,858 | $167,307-88.7% | $143,757-86.9% | $134,475-86.0% |
| Participation rate | 42.1% | 84.8%-42.7pp | 80.3%-38.2pp | 81.2%-39.1pp |
| Annual return | -0.73% | 0.46%-1.2pp | -0.04%-0.7pp | 417.96%-418.7pp |
| Employer contribution / active EE | $580 | $5,619-89.7% | $4,951-88.3% | $4,740-87.8% |
| Participant deferral / active EE | $2,167 | $6,446-66.4% | $5,637-61.6% | $6,400-66.1% |
| Admin fee / account holder | $650 | $18,088-96.4% | $14,673-95.6% | $11,426-94.3% |