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 | $51,003 | $62,586-18.5% | $76,768-33.6% | $64,186-20.5% |
| Participation rate | 57.7% | 72.8%-15.1pp | 77.0%-19.3pp | 69.6%-11.9pp |
| Annual return | -4.46% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $386 | $1,832-78.9% | $2,485-84.5% | $2,381-83.8% |
| Participant deferral / active EE | $2,271 | $3,145-27.8% | $3,852-41.0% | $3,470-34.6% |
| Admin fee / account holder | $419 | $4,667-91.0% | $6,675-93.7% | $4,888-91.4% |