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 | $27,912 | $97,044-71.2% | $83,333-66.5% | $135,375-79.4% |
| Participation rate | 55.0% | 80.4%-25.4pp | 77.8%-22.8pp | 82.6%-27.6pp |
| Annual return | -7.34% | 12.31%-19.7pp | 10.63%-18.0pp | 519.73%-527.1pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,073 | $5,964-48.5% | $5,565-44.8% | $5,609-45.2% |
| Admin fee / account holder | $366 | $8,380-95.6% | $7,510-95.1% | $10,827-96.6% |