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 | $59,807 | $59,8050% | $79,550-24.8% | $68,494-12.7% |
| Participation rate | 32.5% | 61.1%-28.6pp | 69.5%-37.0pp | 67.9%-35.4pp |
| Annual return | -15.78% | -12.30%-3.5pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $218 | $1,505-85.5% | $2,413-91.0% | $2,596-91.6% |
| Participant deferral / active EE | $2,063 | $3,024-31.8% | $3,985-48.2% | $4,027-48.8% |
| Admin fee / account holder | $6,068 | $4,835+25.5% | $6,832-11.2% | $5,403+12.3% |