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 | $25,337 | $59,186-57.2% | $76,768-67.0% | $56,287-55.0% |
| Participation rate | 63.8% | 75.2%-11.4pp | 77.0%-13.2pp | 69.9%-6.1pp |
| Annual return | -4.90% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $150 | $1,759-91.5% | $2,485-94.0% | $2,111-92.9% |
| Participant deferral / active EE | $1,595 | $3,255-51.0% | $3,852-58.6% | $3,350-52.4% |
| Admin fee / account holder | $356 | $489-27.3% | $6,675-94.7% | $521-31.7% |