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 | $32,903 | $107,791-69.5% | $90,645-63.7% | $135,375-75.7% |
| Participation rate | 20.0% | 78.0%-58.0pp | 74.0%-54.0pp | 82.6%-62.6pp |
| Annual return | -1.34% | -0.90%-0.4pp | 1.88%-3.2pp | 519.73%-521.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,917 | $3,872-50.5% | $3,425-44.0% | $5,609-65.8% |
| Admin fee / account holder | $9,734 | $5,930+64.1% | $4,994+94.9% | $10,827-10.1% |