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 | $25,195 | $43,723-42.4% | $121,196-79.2% | $64,186-60.7% |
| Participation rate | 28.2% | 58.3%-30.1pp | 71.7%-43.5pp | 69.6%-41.4pp |
| Annual return | -7.18% | 68.91%-76.1pp | 16.93%-24.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $239 | $1,296-81.6% | $4,022-94.1% | $2,381-90.0% |
| Participant deferral / active EE | $955 | $2,280-58.1% | $3,344-71.4% | $3,470-72.5% |
| Admin fee / account holder | $535 | $3,501-84.7% | $5,019-89.3% | $4,888-89.1% |