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 | $11,287 | $40,256-72.0% | $57,343-80.3% | $59,632-81.1% |
| Participation rate | 36.9% | 69.2%-32.3pp | 75.1%-38.2pp | 68.7%-31.8pp |
| Annual return | 0.54% | 27.49%-26.9pp | 24.39%-23.8pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $211 | $1,922-89.0% | $2,689-92.1% | $2,203-90.4% |
| Participant deferral / active EE | $683 | $2,399-71.5% | $3,162-78.4% | $3,192-78.6% |
| Admin fee / account holder | $6,071 | $2,818+115.5% | $3,356+80.9% | $4,297+41.3% |