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 | $34,933 | $56,484-38.2% | $169,463-79.4% | $64,186-45.6% |
| Participation rate | 32.5% | 64.5%-32.0pp | 77.8%-45.3pp | 69.6%-37.1pp |
| Annual return | -7.24% | -1.55%-5.7pp | 1.83%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $7 | $1,832-99.6% | $4,159-99.8% | $2,381-99.7% |
| Participant deferral / active EE | $1,558 | $3,448-54.8% | $5,277-70.5% | $3,470-55.1% |
| Admin fee / account holder | $2,761 | $4,174-33.9% | $9,109-69.7% | $4,888-43.5% |