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 | $25,442 | $49,280-48.4% | $67,313-62.2% | $64,186-60.4% |
| Participation rate | 63.6% | 60.8%+2.9pp | 69.1%-5.4pp | 69.6%-5.9pp |
| Annual return | -6.69% | -1.39%-5.3pp | -4.08%-2.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $78 | $1,668-95.3% | $2,566-97.0% | $2,381-96.7% |
| Participant deferral / active EE | $968 | $2,484-61.0% | $3,568-72.9% | $3,470-72.1% |
| Admin fee / account holder | $637 | $3,863-83.5% | $4,507-85.9% | $4,888-87.0% |