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 | $33,127 | $87,705-62.2% | $63,517-47.8% | $125,391-73.6% |
| Participation rate | 69.2% | 77.0%-7.8pp | 71.0%-1.8pp | 83.2%-14.0pp |
| Annual return | -0.90% | 21.70%-22.6pp | -70.30%+69.4pp | 282.22%-283.1pp |
| Employer contribution / active EE | $233 | $3,601-93.5% | $2,322-90.0% | $4,866-95.2% |
| Participant deferral / active EE | $1,329 | $3,939-66.3% | $2,953-55.0% | $5,352-75.2% |
| Admin fee / account holder | $26,252 | $11,948+119.7% | $5,892+345.6% | $9,540+175.2% |