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 | $35,213 | $65,703-46.4% | $94,224-62.6% | $59,632-41.0% |
| Participation rate | 56.0% | 72.1%-16.1pp | 78.8%-22.8pp | 68.7%-12.7pp |
| Annual return | -0.72% | 5.22%-5.9pp | 10.68%-11.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $153 | $2,021-92.4% | $3,587-95.7% | $2,203-93.1% |
| Participant deferral / active EE | $1,562 | $3,143-50.3% | $4,320-63.9% | $3,192-51.1% |
| Admin fee / account holder | $3,248 | $4,264-23.8% | $6,269-48.2% | $4,297-24.4% |