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 | $23,168 | $43,723-47.0% | $121,196-80.9% | $64,186-63.9% |
| Participation rate | 40.6% | 58.3%-17.7pp | 71.7%-31.1pp | 69.6%-28.9pp |
| Annual return | -8.03% | 68.91%-76.9pp | 16.93%-25.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $189 | $1,296-85.4% | $4,022-95.3% | $2,381-92.0% |
| Participant deferral / active EE | $1,319 | $2,280-42.1% | $3,344-60.6% | $3,470-62.0% |
| Admin fee / account holder | $1,844 | $3,501-47.3% | $5,019-63.3% | $4,888-62.3% |