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 | $34,237 | $91,911-62.7% | $68,793-50.2% | $135,375-74.7% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -7.96% | -8.22%+0.3pp | -4.63%-3.3pp | 519.73%-527.7pp |
| Employer contribution / active EE | $155 | $3,924-96.1% | $2,625-94.1% | $4,779-96.8% |
| Participant deferral / active EE | $806 | $4,315-81.3% | $3,311-75.7% | $5,609-85.6% |
| Admin fee / account holder | $1,444 | $9,240-84.4% | $5,131-71.9% | $10,827-86.7% |