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 | $25,618 | $67,411-62.0% | $91,001-71.8% | $70,131-63.5% |
| Participation rate | 52.5% | 71.4%-18.9pp | 75.6%-23.1pp | 69.5%-17.0pp |
| Annual return | 15.75% | -40.16%+55.9pp | 4.60%+11.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $107 | $1,786-94.0% | $2,456-95.7% | $2,342-95.4% |
| Participant deferral / active EE | $1,241 | $2,823-56.0% | $3,547-65.0% | $3,332-62.7% |
| Admin fee / account holder | $412 | $4,236-90.3% | $5,417-92.4% | $4,645-91.1% |