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 | $23,665 | $73,867-68.0% | $143,757-83.5% | $68,494-65.4% |
| Participation rate | 40.3% | 66.7%-26.4pp | 80.3%-40.0pp | 67.9%-27.6pp |
| Annual return | -17.37% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $336 | $3,184-89.4% | $4,951-93.2% | $2,596-87.0% |
| Participant deferral / active EE | $1,506 | $3,384-55.5% | $5,637-73.3% | $4,027-62.6% |
| Admin fee / account holder | $429 | $5,755-92.5% | $14,673-97.1% | $5,403-92.1% |