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 | $26,679 | $72,177-63.0% | $115,037-76.8% | $59,632-55.3% |
| Participation rate | 39.0% | 72.6%-33.5pp | 81.4%-42.3pp | 68.7%-29.6pp |
| Annual return | -1.64% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $349 | $2,841-87.7% | $4,608-92.4% | $2,203-84.2% |
| Participant deferral / active EE | $2,341 | $4,783-51.0% | $6,026-61.1% | $3,192-26.6% |
| Admin fee / account holder | $2,341 | $4,927-52.5% | $8,175-71.4% | $4,297-45.5% |