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 | $31,350 | $61,660-49.2% | $80,019-60.8% | $64,186-51.2% |
| Participation rate | 65.9% | 71.7%-5.8pp | 75.8%-9.9pp | 69.6%-3.7pp |
| Annual return | -4.99% | -0.33%-4.7pp | 11.22%-16.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,333 | $2,968-55.1% | $3,686-63.8% | $3,470-61.6% |
| Admin fee / account holder | $1,579 | $5,417-70.9% | $6,521-75.8% | $4,888-67.7% |