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 | $25,102 | $167,307-85.0% | $143,757-82.5% | $134,475-81.3% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -17.48% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $720 | $5,619-87.2% | $4,951-85.5% | $4,740-84.8% |
| Participant deferral / active EE | $2,664 | $6,446-58.7% | $5,637-52.7% | $6,400-58.4% |
| Admin fee / account holder | $5,467 | $18,088-69.8% | $14,673-62.7% | $11,426-52.2% |