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 | $38,782 | $61,660-37.1% | $80,019-51.5% | $64,186-39.6% |
| Participation rate | 51.7% | 71.7%-20.0pp | 75.8%-24.1pp | 69.6%-17.8pp |
| Annual return | -6.12% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $346 | $1,810-80.9% | $2,468-86.0% | $2,381-85.5% |
| Participant deferral / active EE | $2,230 | $2,968-24.9% | $3,686-39.5% | $3,470-35.7% |
| Admin fee / account holder | $739 | $5,417-86.4% | $6,521-88.7% | $4,888-84.9% |