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 | $41,925 | $76,401-45.1% | $106,387-60.6% | $64,186-34.7% |
| Participation rate | 54.7% | 73.5%-18.8pp | 77.5%-22.7pp | 69.6%-14.9pp |
| Annual return | -4.46% | -2.19%-2.3pp | 0.25%-4.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $92 | $2,680-96.6% | $3,520-97.4% | $2,381-96.1% |
| Participant deferral / active EE | $2,026 | $4,274-52.6% | $5,421-62.6% | $3,470-41.6% |
| Admin fee / account holder | $752 | $4,610-83.7% | $7,510-90.0% | $4,888-84.6% |