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 | $20,012 | $45,863-56.4% | $77,024-74.0% | $68,494-70.8% |
| Participation rate | 48.4% | 55.9%-7.5pp | 67.9%-19.5pp | 67.9%-19.5pp |
| Annual return | -17.79% | 1.72%-19.5pp | 42.32%-60.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $244 | $1,650-85.2% | $2,812-91.3% | $2,596-90.6% |
| Participant deferral / active EE | $1,413 | $2,962-52.3% | $4,426-68.1% | $4,027-64.9% |
| Admin fee / account holder | $987 | $3,041-67.5% | $5,425-81.8% | $5,403-81.7% |