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 | $16,234 | $76,000-78.6% | $154,107-89.5% | $64,186-74.7% |
| Participation rate | 56.2% | 70.4%-14.2pp | 83.0%-26.9pp | 69.6%-13.4pp |
| Annual return | -6.18% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $273 | $3,351-91.8% | $5,298-94.8% | $2,381-88.5% |
| Participant deferral / active EE | $986 | $3,175-69.0% | $5,081-80.6% | $3,470-71.6% |
| Admin fee / account holder | $1,720 | $5,596-69.3% | $13,411-87.2% | $4,888-64.8% |