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 | $34,814 | $49,177-29.2% | $79,464-56.2% | $64,186-45.8% |
| Participation rate | 52.4% | 65.0%-12.6pp | 73.3%-21.0pp | 69.6%-17.2pp |
| Annual return | -5.93% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $904 | $2,821-67.9% | $3,704-75.6% | $3,470-73.9% |
| Admin fee / account holder | $3,210 | $3,839-16.4% | $5,113-37.2% | $4,888-34.3% |