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 | $22,203 | $42,894-48.2% | $60,874-63.5% | $68,494-67.6% |
| Participation rate | 64.1% | 66.8%-2.7pp | 73.1%-9.0pp | 67.9%-3.8pp |
| Annual return | -15.11% | -13.98%-1.1pp | 16.90%-32.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $317 | $1,978-84.0% | $2,701-88.3% | $2,596-87.8% |
| Participant deferral / active EE | $1,331 | $2,867-53.6% | $3,817-65.1% | $4,027-67.0% |
| Admin fee / account holder | $723 | $3,101-76.7% | $3,224-77.6% | $5,403-86.6% |