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 | $39,523 | $57,354-31.1% | $83,848-52.9% | $64,186-38.4% |
| Participation rate | 45.0% | 68.6%-23.6pp | 76.1%-31.1pp | 69.6%-24.6pp |
| Annual return | -4.94% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $135 | $2,545-94.7% | $3,631-96.3% | $2,381-94.3% |
| Participant deferral / active EE | $2,097 | $2,993-29.9% | $4,082-48.6% | $3,470-39.6% |
| Admin fee / account holder | $2,668 | $4,046-34.1% | $5,478-51.3% | $4,888-45.4% |