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 | $26,038 | $53,596-51.4% | $90,645-71.3% | $64,186-59.4% |
| Participation rate | 57.6% | 64.5%-6.9pp | 74.0%-16.4pp | 69.6%-12.0pp |
| Annual return | -7.26% | 4.41%-11.7pp | 1.88%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $113 | $1,503-92.5% | $2,532-95.5% | $2,381-95.2% |
| Participant deferral / active EE | $1,305 | $2,459-46.9% | $3,425-61.9% | $3,470-62.4% |
| Admin fee / account holder | $900 | $3,868-76.7% | $4,994-82.0% | $4,888-81.6% |