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 | $50,948 | $54,380-6.3% | $68,509-25.6% | $59,632-14.6% |
| Participation rate | 42.6% | 70.2%-27.6pp | 74.7%-32.2pp | 68.7%-26.1pp |
| Annual return | -2.30% | 2.83%-5.1pp | 8.27%-10.6pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,563 | $2,643+186.1% | $3,382+123.6% | $3,192+137.0% |
| Admin fee / account holder | $3,899 | $3,885+0.3% | $5,275-26.1% | $4,297-9.3% |