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 5-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 | $27,047 | $99,032-72.7% | $80,019-66.2% | $135,375-80.0% |
| Participation rate | 53.3% | 78.4%-25.0pp | 75.8%-22.5pp | 82.6%-29.3pp |
| Annual return | -1.62% | 15.39%-17.0pp | 11.22%-12.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,948 | $4,282-54.5% | $3,686-47.2% | $5,609-65.3% |
| Admin fee / account holder | $11,988 | $10,436+14.9% | $6,521+83.8% | $10,827+10.7% |