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 | $19,623 | $42,383-53.7% | $76,523-74.4% | $64,186-69.4% |
| Participation rate | 26.4% | 58.1%-31.8pp | 68.0%-41.6pp | 69.6%-43.2pp |
| Annual return | -6.52% | -16.54%+10.0pp | -0.27%-6.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,189 | $2,566-53.7% | $3,835-69.0% | $3,470-65.7% |
| Admin fee / account holder | $1,906 | $3,198-40.4% | $4,848-60.7% | $4,888-61.0% |