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 | $25,190 | $43,723-42.4% | $121,196-79.2% | $64,186-60.8% |
| Participation rate | 37.2% | 58.3%-21.1pp | 71.7%-34.5pp | 69.6%-32.3pp |
| Annual return | -4.29% | 68.91%-73.2pp | 16.93%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $120 | $1,296-90.8% | $4,022-97.0% | $2,381-95.0% |
| Participant deferral / active EE | $914 | $2,280-59.9% | $3,344-72.7% | $3,470-73.7% |
| Admin fee / account holder | $801 | $3,501-77.1% | $5,019-84.0% | $4,888-83.6% |