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 | $23,887 | $83,908-71.5% | $68,509-65.1% | $125,391-80.9% |
| Participation rate | 54.2% | 78.2%-24.0pp | 74.7%-20.6pp | 83.2%-29.0pp |
| Annual return | -1.95% | 14.48%-16.4pp | 8.27%-10.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $314 | $3,031-89.6% | $2,278-86.2% | $4,866-93.5% |
| Participant deferral / active EE | $1,257 | $4,125-69.5% | $3,382-62.9% | $5,352-76.5% |
| Admin fee / account holder | $7,006 | $8,982-22.0% | $5,275+32.8% | $9,540-26.6% |