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 | $29,881 | $57,354-47.9% | $83,848-64.4% | $64,186-53.4% |
| Participation rate | 42.4% | 68.6%-26.2pp | 76.1%-33.7pp | 69.6%-27.1pp |
| Annual return | -4.47% | 11.38%-15.9pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,440 | $2,993-51.9% | $4,082-64.7% | $3,470-58.5% |
| Admin fee / account holder | $361 | $4,046-91.1% | $5,478-93.4% | $4,888-92.6% |