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 | $20,978 | $69,518-69.8% | $59,878-65.0% | $135,375-84.5% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.7%-5.5pp | 82.6%-13.4pp |
| Annual return | -4.87% | 7.94%-12.8pp | 3.46%-8.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,968 | $4,206-53.2% | $3,402-42.1% | $5,609-64.9% |
| Admin fee / account holder | $3,796 | $5,734-33.8% | $3,590+5.7% | $10,827-64.9% |