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 | $33,190 | $76,000-56.3% | $154,107-78.5% | $64,186-48.3% |
| Participation rate | 40.3% | 70.4%-30.2pp | 83.0%-42.8pp | 69.6%-29.3pp |
| Annual return | -6.23% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $332 | $3,351-90.1% | $5,298-93.7% | $2,381-86.0% |
| Participant deferral / active EE | $1,688 | $3,175-46.8% | $5,081-66.8% | $3,470-51.3% |
| Admin fee / account holder | $3,664 | $5,596-34.5% | $13,411-72.7% | $4,888-25.0% |