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 | $38,270 | $61,660-37.9% | $80,019-52.2% | $64,186-40.4% |
| Participation rate | 56.1% | 71.7%-15.6pp | 75.8%-19.7pp | 69.6%-13.4pp |
| Annual return | -5.64% | -0.33%-5.3pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $328 | $1,810-81.9% | $2,468-86.7% | $2,381-86.2% |
| Participant deferral / active EE | $1,674 | $2,968-43.6% | $3,686-54.6% | $3,470-51.7% |
| Admin fee / account holder | $1,198 | $5,417-77.9% | $6,521-81.6% | $4,888-75.5% |