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 | $35,634 | $61,660-42.2% | $80,019-55.5% | $64,186-44.5% |
| Participation rate | 59.3% | 71.7%-12.4pp | 75.8%-16.6pp | 69.6%-10.3pp |
| Annual return | -4.84% | -0.33%-4.5pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $232 | $1,810-87.2% | $2,468-90.6% | $2,381-90.2% |
| Participant deferral / active EE | $1,780 | $2,968-40.0% | $3,686-51.7% | $3,470-48.7% |
| Admin fee / account holder | $4,174 | $5,417-22.9% | $6,521-36.0% | $4,888-14.6% |