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 | $8,254 | $67,331-87.7% | $60,874-86.4% | $134,475-93.9% |
| Participation rate | 27.3% | 76.2%-48.9pp | 73.1%-45.8pp | 81.2%-53.9pp |
| Annual return | -15.07% | 49.93%-65.0pp | 16.90%-32.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $986 | $4,538-78.3% | $3,817-74.2% | $6,400-84.6% |
| Admin fee / account holder | $1,921 | $4,582-58.1% | $3,224-40.4% | $11,426-83.2% |