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 | $21,370 | $53,596-60.1% | $90,645-76.4% | $64,186-66.7% |
| Participation rate | 56.0% | 64.5%-8.5pp | 74.0%-18.0pp | 69.6%-13.6pp |
| Annual return | -6.95% | 4.41%-11.4pp | 1.88%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $199 | $1,503-86.8% | $2,532-92.1% | $2,381-91.6% |
| Participant deferral / active EE | $1,369 | $2,459-44.3% | $3,425-60.0% | $3,470-60.5% |
| Admin fee / account holder | $615 | $3,868-84.1% | $4,994-87.7% | $4,888-87.4% |