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 | $26,250 | $52,836-50.3% | $105,738-75.2% | $64,186-59.1% |
| Participation rate | 50.0% | 66.5%-16.5pp | 76.3%-26.3pp | 69.6%-19.6pp |
| Annual return | -5.83% | 14.30%-20.1pp | 6.27%-12.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $316 | $1,827-82.7% | $3,268-90.3% | $2,381-86.7% |
| Participant deferral / active EE | $1,117 | $2,545-56.1% | $4,080-72.6% | $3,470-67.8% |
| Admin fee / account holder | $5,656 | $3,959+42.9% | $6,913-18.2% | $4,888+15.7% |