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 | $41,991 | $73,867-43.2% | $143,757-70.8% | $68,494-38.7% |
| Participation rate | 49.3% | 66.7%-17.3pp | 80.3%-31.0pp | 67.9%-18.6pp |
| Annual return | -16.64% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $221 | $3,184-93.1% | $4,951-95.5% | $2,596-91.5% |
| Participant deferral / active EE | $1,671 | $3,384-50.6% | $5,637-70.4% | $4,027-58.5% |
| Admin fee / account holder | $3,707 | $5,755-35.6% | $14,673-74.7% | $5,403-31.4% |