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 | $38,015 | $67,411-43.6% | $91,001-58.2% | $70,131-45.8% |
| Participation rate | 69.0% | 71.4%-2.3pp | 75.6%-6.6pp | 69.5%-0.5pp |
| Annual return | 16.94% | -40.16%+57.1pp | 4.60%+12.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,048 | $2,823+185.1% | $3,547+126.9% | $3,332+141.6% |
| Admin fee / account holder | $2,112 | $4,236-50.1% | $5,417-61.0% | $4,645-54.5% |