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 | $18,223 | $107,791-83.1% | $90,645-79.9% | $135,375-86.5% |
| Participation rate | 44.4% | 78.0%-33.6pp | 74.0%-29.6pp | 82.6%-38.2pp |
| Annual return | 2.43% | -0.90%+3.3pp | 1.88%+0.5pp | 519.73%-517.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $632 | $3,872-83.7% | $3,425-81.5% | $5,609-88.7% |
| Admin fee / account holder | $1,827 | $5,930-69.2% | $4,994-63.4% | $10,827-83.1% |