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 | $58,831 | $59,805-1.6% | $79,550-26.0% | $68,494-14.1% |
| Participation rate | 34.0% | 61.1%-27.1pp | 69.5%-35.5pp | 67.9%-33.9pp |
| Annual return | -17.68% | -12.30%-5.4pp | 0.16%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $315 | $1,505-79.1% | $2,413-86.9% | $2,596-87.9% |
| Participant deferral / active EE | $1,325 | $3,024-56.2% | $3,985-66.8% | $4,027-67.1% |
| Admin fee / account holder | $1,796 | $4,835-62.9% | $6,832-73.7% | $5,403-66.8% |