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 | $37,113 | $92,222-59.8% | $76,768-51.7% | $135,375-72.6% |
| Participation rate | 47.8% | 79.8%-31.9pp | 77.0%-29.1pp | 82.6%-34.8pp |
| Annual return | -0.15% | 5.46%-5.6pp | 2.43%-2.6pp | 519.73%-519.9pp |
| Employer contribution / active EE | $167 | $3,216-94.8% | $2,485-93.3% | $4,779-96.5% |
| Participant deferral / active EE | $2,355 | $4,509-47.8% | $3,852-38.9% | $5,609-58.0% |
| Admin fee / account holder | $14,026 | $10,748+30.5% | $6,675+110.1% | $10,827+29.5% |