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 | $47,298 | $56,484-16.3% | $169,463-72.1% | $64,186-26.3% |
| Participation rate | 45.7% | 64.5%-18.8pp | 77.8%-32.1pp | 69.6%-23.9pp |
| Annual return | -5.50% | -1.55%-4.0pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,342 | $3,448-61.1% | $5,277-74.6% | $3,470-61.3% |
| Admin fee / account holder | $2,653 | $4,174-36.4% | $9,109-70.9% | $4,888-45.7% |