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 | $51,401 | $59,805-14.1% | $79,550-35.4% | $68,494-25.0% |
| Participation rate | 34.1% | 61.1%-26.9pp | 69.5%-35.3pp | 67.9%-33.7pp |
| Annual return | -14.88% | -12.30%-2.6pp | 0.16%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $142 | $1,505-90.6% | $2,413-94.1% | $2,596-94.5% |
| Participant deferral / active EE | $2,432 | $3,024-19.6% | $3,985-39.0% | $4,027-39.6% |
| Admin fee / account holder | $3,770 | $4,835-22.0% | $6,832-44.8% | $5,403-30.2% |