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 | $21,334 | $64,707-67.0% | $112,228-81.0% | $68,494-68.9% |
| Participation rate | 64.0% | 67.2%-3.2pp | 75.1%-11.1pp | 67.9%-3.9pp |
| Annual return | -18.50% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $631 | $2,746-77.0% | $3,635-82.6% | $2,596-75.7% |
| Participant deferral / active EE | $1,736 | $3,565-51.3% | $4,728-63.3% | $4,027-56.9% |
| Admin fee / account holder | $2,794 | $5,232-46.6% | $6,410-56.4% | $5,403-48.3% |