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 | $21,067 | $69,010-69.5% | $159,960-86.8% | $68,494-69.2% |
| Participation rate | 34.0% | 65.4%-31.4pp | 78.0%-43.9pp | 67.9%-33.8pp |
| Annual return | -6.32% | -9.65%+3.3pp | 408.60%-414.9pp | -7.84%+1.5pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,631 | $4,212-37.5% | $6,182-57.4% | $4,027-34.7% |
| Admin fee / account holder | $5,079 | $4,798+5.9% | $8,698-41.6% | $5,403-6.0% |