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 | $42,881 | $62,586-31.5% | $76,768-44.1% | $64,186-33.2% |
| Participation rate | 65.7% | 72.8%-7.1pp | 77.0%-11.2pp | 69.6%-3.9pp |
| Annual return | -5.89% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $249 | $1,832-86.4% | $2,485-90.0% | $2,381-89.6% |
| Participant deferral / active EE | $1,694 | $3,145-46.1% | $3,852-56.0% | $3,470-51.2% |
| Admin fee / account holder | $1,410 | $4,667-69.8% | $6,675-78.9% | $4,888-71.1% |