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 | $43,499 | $48,274-9.9% | $63,517-31.5% | $59,632-27.1% |
| Participation rate | 30.6% | 66.3%-35.7pp | 71.0%-40.4pp | 68.7%-38.1pp |
| Annual return | -2.25% | -240.79%+238.5pp | -70.30%+68.1pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $176 | $1,586-88.9% | $2,322-92.4% | $2,203-92.0% |
| Participant deferral / active EE | $1,328 | $2,343-43.3% | $2,953-55.0% | $3,192-58.4% |
| Admin fee / account holder | $7,941 | $3,600+120.6% | $5,892+34.8% | $4,297+84.8% |