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 | $31,382 | $43,327-27.6% | $59,878-47.6% | $64,186-51.1% |
| Participation rate | 46.6% | 69.2%-22.6pp | 74.7%-28.1pp | 69.6%-23.0pp |
| Annual return | -4.99% | -1.55%-3.4pp | 3.46%-8.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $186 | $2,028-90.8% | $2,722-93.2% | $2,381-92.2% |
| Participant deferral / active EE | $1,654 | $2,546-35.0% | $3,402-51.4% | $3,470-52.3% |
| Admin fee / account holder | $1,211 | $3,005-59.7% | $3,590-66.3% | $4,888-75.2% |