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 | $25,105 | $73,867-66.0% | $143,757-82.5% | $68,494-63.3% |
| Participation rate | 51.0% | 66.7%-15.6pp | 80.3%-29.3pp | 67.9%-16.9pp |
| Annual return | -14.78% | 1.01%-15.8pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $356 | $3,184-88.8% | $4,951-92.8% | $2,596-86.3% |
| Participant deferral / active EE | $1,496 | $3,384-55.8% | $5,637-73.5% | $4,027-62.9% |
| Admin fee / account holder | $2,422 | $5,755-57.9% | $14,673-83.5% | $5,403-55.2% |