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 | $38,750 | $77,813-50.2% | $123,544-68.6% | $64,186-39.6% |
| Participation rate | 64.0% | 74.7%-10.7pp | 82.3%-18.3pp | 69.6%-5.6pp |
| Annual return | 0.58% | 12.48%-11.9pp | 119.20%-118.6pp | 7.63%-7.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,030 | $5,240-42.2% | $6,426-52.8% | $3,470-12.7% |
| Admin fee / account holder | $3,162 | $5,519-42.7% | $9,284-65.9% | $4,888-35.3% |