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 | $29,324 | $71,883-59.2% | $86,677-66.2% | $68,494-57.2% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -13.84% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $67 | $2,173-96.9% | $2,836-97.6% | $2,596-97.4% |
| Participant deferral / active EE | $2,849 | $3,779-24.6% | $4,656-38.8% | $4,027-29.3% |
| Admin fee / account holder | $6,103 | $6,112-0.1% | $7,493-18.6% | $5,403+13.0% |