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 | $50,473 | $50,958-1.0% | $74,550-32.3% | $64,186-21.4% |
| Participation rate | 53.7% | 61.1%-7.4pp | 69.1%-15.5pp | 69.6%-15.9pp |
| Annual return | -2.42% | -1.86%-0.6pp | 32.53%-35.0pp | 7.63%-10.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,185 | $2,301-48.5% | $3,108-61.9% | $3,470-65.8% |
| Admin fee / account holder | $1,387 | $4,223-67.2% | $5,060-72.6% | $4,888-71.6% |