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 | $21,309 | $56,484-62.3% | $169,463-87.4% | $64,186-66.8% |
| Participation rate | 45.3% | 64.5%-19.3pp | 77.8%-32.5pp | 69.6%-24.3pp |
| Annual return | -6.59% | -1.55%-5.0pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $249 | $1,832-86.4% | $4,159-94.0% | $2,381-89.5% |
| Participant deferral / active EE | $1,559 | $3,448-54.8% | $5,277-70.5% | $3,470-55.1% |
| Admin fee / account holder | $4,419 | $4,174+5.9% | $9,109-51.5% | $4,888-9.6% |