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 | $46,715 | $71,883-35.0% | $86,677-46.1% | $68,494-31.8% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -13.88% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $362 | $2,173-83.3% | $2,836-87.2% | $2,596-86.0% |
| Participant deferral / active EE | $1,864 | $3,779-50.7% | $4,656-60.0% | $4,027-53.7% |
| Admin fee / account holder | $8,726 | $6,112+42.8% | $7,493+16.5% | $5,403+61.5% |