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 | $33,626 | $57,354-41.4% | $83,848-59.9% | $64,186-47.6% |
| Participation rate | 66.1% | 68.6%-2.5pp | 76.1%-10.0pp | 69.6%-3.5pp |
| Annual return | -5.85% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,543 | $2,993-15.0% | $4,082-37.7% | $3,470-26.7% |
| Admin fee / account holder | $3,440 | $4,046-15.0% | $5,478-37.2% | $4,888-29.6% |