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 | $23,968 | $45,438-47.3% | $80,004-70.0% | $59,632-59.8% |
| Participation rate | 28.1% | 63.7%-35.6pp | 73.0%-44.9pp | 68.7%-40.5pp |
| Annual return | -1.92% | 5.10%-7.0pp | 7.63%-9.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,075 | $2,231-51.8% | $3,204-66.5% | $3,192-66.3% |
| Admin fee / account holder | $630 | $3,464-81.8% | $5,033-87.5% | $4,297-85.3% |