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 | $18,977 | $43,327-56.2% | $59,878-68.3% | $64,186-70.4% |
| Participation rate | 62.2% | 69.2%-7.0pp | 74.7%-12.5pp | 69.6%-7.4pp |
| Annual return | -4.56% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $236 | $2,028-88.4% | $2,722-91.3% | $2,381-90.1% |
| Participant deferral / active EE | $1,073 | $2,546-57.8% | $3,402-68.4% | $3,470-69.1% |
| Admin fee / account holder | $2,083 | $3,005-30.7% | $3,590-42.0% | $4,888-57.4% |