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 | $12,560 | $42,383-70.4% | $76,523-83.6% | $64,186-80.4% |
| Participation rate | 54.1% | 58.1%-4.1pp | 68.0%-13.9pp | 69.6%-15.5pp |
| Annual return | -3.41% | -16.54%+13.1pp | -0.27%-3.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $43 | $1,563-97.2% | $2,647-98.4% | $2,381-98.2% |
| Participant deferral / active EE | $881 | $2,566-65.7% | $3,835-77.0% | $3,470-74.6% |
| Admin fee / account holder | $1,418 | $3,198-55.7% | $4,848-70.8% | $4,888-71.0% |