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 | $16,682 | $56,484-70.5% | $169,463-90.2% | $64,186-74.0% |
| Participation rate | 20.7% | 64.5%-43.9pp | 77.8%-57.1pp | 69.6%-48.9pp |
| Annual return | -4.46% | -1.55%-2.9pp | 1.83%-6.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2 | $1,832-99.9% | $4,159-100.0% | $2,381-99.9% |
| Participant deferral / active EE | $1,397 | $3,448-59.5% | $5,277-73.5% | $3,470-59.7% |
| Admin fee / account holder | $6,128 | $4,174+46.8% | $9,109-32.7% | $4,888+25.4% |