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 | $29,261 | $57,354-49.0% | $83,848-65.1% | $64,186-54.4% |
| Participation rate | 37.9% | 68.6%-30.7pp | 76.1%-38.2pp | 69.6%-31.6pp |
| Annual return | -4.36% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $292 | $2,545-88.5% | $3,631-92.0% | $2,381-87.8% |
| Participant deferral / active EE | $1,326 | $2,993-55.7% | $4,082-67.5% | $3,470-61.8% |
| Admin fee / account holder | $2,682 | $4,046-33.7% | $5,478-51.0% | $4,888-45.1% |