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 | $26,901 | $57,354-53.1% | $83,848-67.9% | $64,186-58.1% |
| Participation rate | 35.6% | 68.6%-33.1pp | 76.1%-40.6pp | 69.6%-34.0pp |
| Annual return | -5.28% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,389 | $2,993-53.6% | $4,082-66.0% | $3,470-60.0% |
| Admin fee / account holder | $19,186 | $4,046+374.2% | $5,478+250.2% | $4,888+292.5% |