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 | $17,698 | $49,280-64.1% | $67,313-73.7% | $64,186-72.4% |
| Participation rate | 51.5% | 60.8%-9.3pp | 69.1%-17.6pp | 69.6%-18.1pp |
| Annual return | -2.02% | -1.39%-0.6pp | -4.08%+2.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $268 | $1,668-83.9% | $2,566-89.6% | $2,381-88.7% |
| Participant deferral / active EE | $1,025 | $2,484-58.7% | $3,568-71.3% | $3,470-70.5% |
| Admin fee / account holder | $8,986 | $3,863+132.6% | $4,507+99.4% | $4,888+83.8% |