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 | $27,618 | $87,540-68.5% | $75,781-63.6% | $125,391-78.0% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -0.09% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.3pp |
| Employer contribution / active EE | $122 | $3,930-96.9% | $3,323-96.3% | $4,866-97.5% |
| Participant deferral / active EE | $1,388 | $4,229-67.2% | $3,651-62.0% | $5,352-74.1% |
| Admin fee / account holder | $1,259 | $6,502-80.6% | $5,299-76.2% | $9,540-86.8% |