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 | $25,919 | $73,867-64.9% | $143,757-82.0% | $68,494-62.2% |
| Participation rate | 23.1% | 66.7%-43.6pp | 80.3%-57.2pp | 67.9%-44.8pp |
| Annual return | -15.48% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $183 | $3,184-94.3% | $4,951-96.3% | $2,596-92.9% |
| Participant deferral / active EE | $1,118 | $3,384-67.0% | $5,637-80.2% | $4,027-72.2% |
| Admin fee / account holder | $2,213 | $5,755-61.5% | $14,673-84.9% | $5,403-59.0% |