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 | $42,783 | $58,577-27.0% | $83,333-48.7% | $64,186-33.3% |
| Participation rate | 46.4% | 72.0%-25.7pp | 77.8%-31.4pp | 69.6%-23.2pp |
| Annual return | -6.45% | 9.65%-16.1pp | 10.63%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $33 | $2,098-98.4% | $3,379-99.0% | $2,381-98.6% |
| Participant deferral / active EE | $2,144 | $4,654-53.9% | $5,565-61.5% | $3,470-38.2% |
| Admin fee / account holder | $1,918 | $9,275-79.3% | $7,510-74.5% | $4,888-60.8% |