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 | $24,893 | $87,540-71.6% | $75,781-67.2% | $125,391-80.1% |
| Participation rate | 43.8% | 80.2%-36.4pp | 75.8%-32.1pp | 83.2%-39.4pp |
| Annual return | -3.81% | 13.48%-17.3pp | 9.68%-13.5pp | 282.22%-286.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,146 | $4,229-49.3% | $3,651-41.2% | $5,352-59.9% |
| Admin fee / account holder | $796 | $6,502-87.8% | $5,299-85.0% | $9,540-91.7% |