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 | $30,420 | $72,177-57.9% | $115,037-73.6% | $59,632-49.0% |
| Participation rate | 67.2% | 72.6%-5.4pp | 81.4%-14.2pp | 68.7%-1.5pp |
| Annual return | 0.16% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $169 | $2,841-94.0% | $4,608-96.3% | $2,203-92.3% |
| Participant deferral / active EE | $2,111 | $4,783-55.9% | $6,026-65.0% | $3,192-33.8% |
| Admin fee / account holder | $5,879 | $4,927+19.3% | $8,175-28.1% | $4,297+36.8% |