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 | $22,466 | $53,162-57.7% | $91,220-75.4% | $68,494-67.2% |
| Participation rate | 46.7% | 63.2%-16.5pp | 73.2%-26.5pp | 67.9%-21.2pp |
| Annual return | -17.41% | -3.14%-14.3pp | 114.01%-131.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $132 | $1,709-92.3% | $2,850-95.4% | $2,596-94.9% |
| Participant deferral / active EE | $1,458 | $2,974-51.0% | $4,234-65.6% | $4,027-63.8% |
| Admin fee / account holder | $469 | $4,493-89.6% | $5,420-91.4% | $5,403-91.3% |