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 | $26,036 | $73,867-64.8% | $143,757-81.9% | $68,494-62.0% |
| Participation rate | 38.1% | 66.7%-28.6pp | 80.3%-42.2pp | 67.9%-29.8pp |
| Annual return | -10.71% | 1.01%-11.7pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $254 | $3,184-92.0% | $4,951-94.9% | $2,596-90.2% |
| Participant deferral / active EE | $962 | $3,384-71.6% | $5,637-82.9% | $4,027-76.1% |
| Admin fee / account holder | $532 | $5,755-90.8% | $14,673-96.4% | $5,403-90.2% |