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 | $36,812 | $54,380-32.3% | $68,509-46.3% | $59,632-38.3% |
| Participation rate | 68.2% | 70.2%-2.0pp | 74.7%-6.5pp | 68.7%-0.4pp |
| Annual return | -0.36% | 2.83%-3.2pp | 8.27%-8.6pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $197 | $1,539-87.2% | $2,278-91.4% | $2,203-91.1% |
| Participant deferral / active EE | $2,079 | $2,643-21.4% | $3,382-38.5% | $3,192-34.9% |
| Admin fee / account holder | $3,543 | $3,885-8.8% | $5,275-32.8% | $4,297-17.6% |