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 | $27,284 | $43,327-37.0% | $59,878-54.4% | $64,186-57.5% |
| Participation rate | 50.5% | 69.2%-18.6pp | 74.7%-24.2pp | 69.6%-19.0pp |
| Annual return | -4.47% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $342 | $2,028-83.1% | $2,722-87.4% | $2,381-85.6% |
| Participant deferral / active EE | $1,090 | $2,546-57.2% | $3,402-67.9% | $3,470-68.6% |
| Admin fee / account holder | $1,367 | $3,005-54.5% | $3,590-61.9% | $4,888-72.0% |