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 | $25,646 | $92,222-72.2% | $76,768-66.6% | $135,375-81.1% |
| Participation rate | 69.6% | 79.8%-10.2pp | 77.0%-7.4pp | 82.6%-13.1pp |
| Annual return | -0.86% | 5.46%-6.3pp | 2.43%-3.3pp | 519.73%-520.6pp |
| Employer contribution / active EE | $260 | $3,216-91.9% | $2,485-89.5% | $4,779-94.6% |
| Participant deferral / active EE | $1,741 | $4,509-61.4% | $3,852-54.8% | $5,609-69.0% |
| Admin fee / account holder | $1,629 | $10,748-84.8% | $6,675-75.6% | $10,827-85.0% |