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 | $26,607 | $57,354-53.6% | $83,848-68.3% | $64,186-58.5% |
| Participation rate | 34.9% | 68.6%-33.7pp | 76.1%-41.3pp | 69.6%-34.7pp |
| Annual return | -6.15% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $63 | $2,545-97.5% | $3,631-98.3% | $2,381-97.4% |
| Participant deferral / active EE | $1,266 | $2,993-57.7% | $4,082-69.0% | $3,470-63.5% |
| Admin fee / account holder | $1,547 | $4,046-61.8% | $5,478-71.8% | $4,888-68.3% |