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 | $20,191 | $73,867-72.7% | $143,757-86.0% | $68,494-70.5% |
| Participation rate | 56.8% | 66.7%-9.9pp | 80.3%-23.6pp | 67.9%-11.1pp |
| Annual return | -17.03% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $141 | $3,184-95.6% | $4,951-97.1% | $2,596-94.6% |
| Participant deferral / active EE | $1,155 | $3,384-65.9% | $5,637-79.5% | $4,027-71.3% |
| Admin fee / account holder | $3,768 | $5,755-34.5% | $14,673-74.3% | $5,403-30.3% |