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 | $39,155 | $45,863-14.6% | $77,024-49.2% | $68,494-42.8% |
| Participation rate | 39.7% | 55.9%-16.3pp | 67.9%-28.2pp | 67.9%-28.2pp |
| Annual return | -18.21% | 1.72%-19.9pp | 42.32%-60.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $185 | $1,650-88.8% | $2,812-93.4% | $2,596-92.9% |
| Participant deferral / active EE | $1,209 | $2,962-59.2% | $4,426-72.7% | $4,027-70.0% |
| Admin fee / account holder | $12,033 | $3,041+295.7% | $5,425+121.8% | $5,403+122.7% |