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 | $33,412 | $56,357-40.7% | $104,294-68.0% | $68,494-51.2% |
| Participation rate | 36.7% | 63.3%-26.6pp | 73.3%-36.6pp | 67.9%-31.2pp |
| Annual return | -13.45% | -9.19%-4.3pp | 24.61%-38.1pp | -7.84%-5.6pp |
| Employer contribution / active EE | $256 | $1,960-86.9% | $3,372-92.4% | $2,596-90.1% |
| Participant deferral / active EE | $1,185 | $3,077-61.5% | $4,625-74.4% | $4,027-70.6% |
| Admin fee / account holder | $2,161 | $4,903-55.9% | $7,339-70.6% | $5,403-60.0% |