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 | $47,432 | $66,302-28.5% | $110,238-57.0% | $56,287-15.7% |
| Participation rate | 43.1% | 74.9%-31.8pp | 79.8%-36.7pp | 69.9%-26.7pp |
| Annual return | -4.23% | -1.18%-3.1pp | 314.74%-319.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $311 | $2,047-84.8% | $3,826-91.9% | $2,111-85.3% |
| Participant deferral / active EE | $1,870 | $3,381-44.7% | $4,672-60.0% | $3,350-44.2% |
| Admin fee / account holder | $10,224 | $698+1363.7% | $8,547+19.6% | $521+1862.6% |