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 | $22,751 | $73,867-69.2% | $143,757-84.2% | $68,494-66.8% |
| Participation rate | 51.3% | 66.7%-15.4pp | 80.3%-29.0pp | 67.9%-16.6pp |
| Annual return | -16.56% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $362 | $3,184-88.6% | $4,951-92.7% | $2,596-86.1% |
| Participant deferral / active EE | $1,485 | $3,384-56.1% | $5,637-73.7% | $4,027-63.1% |
| Admin fee / account holder | $2,712 | $5,755-52.9% | $14,673-81.5% | $5,403-49.8% |