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 | $40,708 | $87,540-53.5% | $75,781-46.3% | $125,391-67.5% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | -0.88% | 13.48%-14.4pp | 9.68%-10.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $88 | $3,930-97.8% | $3,323-97.4% | $4,866-98.2% |
| Participant deferral / active EE | $1,312 | $4,229-69.0% | $3,651-64.1% | $5,352-75.5% |
| Admin fee / account holder | $10,182 | $6,502+56.6% | $5,299+92.1% | $9,540+6.7% |