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 | $37,757 | $56,484-33.2% | $169,463-77.7% | $64,186-41.2% |
| Participation rate | 38.1% | 64.5%-26.4pp | 77.8%-39.6pp | 69.6%-31.4pp |
| Annual return | -6.90% | -1.55%-5.3pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $162 | $1,832-91.1% | $4,159-96.1% | $2,381-93.2% |
| Participant deferral / active EE | $1,507 | $3,448-56.3% | $5,277-71.4% | $3,470-56.6% |
| Admin fee / account holder | $8,365 | $4,174+100.4% | $9,109-8.2% | $4,888+71.1% |