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 | $35,638 | $64,119-44.4% | $112,228-68.2% | $66,914-46.7% |
| Participation rate | 41.7% | 68.5%-26.7pp | 75.1%-33.3pp | 69.8%-28.1pp |
| Annual return | -18.39% | -13.81%-4.6pp | 27.45%-45.8pp | 1.58%-20.0pp |
| Employer contribution / active EE | $544 | $3,005-81.9% | $3,635-85.0% | $2,544-78.6% |
| Participant deferral / active EE | $1,687 | $3,693-54.3% | $4,728-64.3% | $4,237-60.2% |
| Admin fee / account holder | $945 | $625+51.1% | $6,410-85.3% | $593+59.3% |