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 | $32,130 | $54,350-40.9% | $82,719-61.2% | $68,494-53.1% |
| Participation rate | 37.8% | 63.9%-26.1pp | 72.6%-34.8pp | 67.9%-30.1pp |
| Annual return | -14.43% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $228 | $2,218-89.7% | $3,009-92.4% | $2,596-91.2% |
| Participant deferral / active EE | $945 | $3,246-70.9% | $4,395-78.5% | $4,027-76.5% |
| Admin fee / account holder | $2,124 | $4,395-51.7% | $5,329-60.1% | $5,403-60.7% |