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 | $27,967 | $61,660-54.6% | $80,019-65.0% | $64,186-56.4% |
| Participation rate | 20.6% | 71.7%-51.1pp | 75.8%-55.2pp | 69.6%-49.0pp |
| Annual return | -6.68% | -0.33%-6.4pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $381 | $1,810-78.9% | $2,468-84.5% | $2,381-84.0% |
| Participant deferral / active EE | $1,836 | $2,968-38.1% | $3,686-50.2% | $3,470-47.1% |
| Admin fee / account holder | $5,488 | $5,417+1.3% | $6,521-15.8% | $4,888+12.3% |