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 | $25,279 | $43,723-42.2% | $121,196-79.1% | $64,186-60.6% |
| Participation rate | 46.2% | 58.3%-12.2pp | 71.7%-25.6pp | 69.6%-23.4pp |
| Annual return | -6.14% | 68.91%-75.1pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $226 | $1,296-82.6% | $4,022-94.4% | $2,381-90.5% |
| Participant deferral / active EE | $1,121 | $2,280-50.8% | $3,344-66.5% | $3,470-67.7% |
| Admin fee / account holder | $1,217 | $3,501-65.2% | $5,019-75.7% | $4,888-75.1% |