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 | $24,737 | $76,000-67.5% | $154,107-83.9% | $64,186-61.5% |
| Participation rate | 26.4% | 70.4%-44.0pp | 83.0%-56.6pp | 69.6%-43.2pp |
| Annual return | -7.50% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,086 | $3,175-65.8% | $5,081-78.6% | $3,470-68.7% |
| Admin fee / account holder | $3,622 | $5,596-35.3% | $13,411-73.0% | $4,888-25.9% |