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 | $27,689 | $76,000-63.6% | $154,107-82.0% | $64,186-56.9% |
| Participation rate | 37.3% | 70.4%-33.1pp | 83.0%-45.7pp | 69.6%-32.2pp |
| Annual return | -3.72% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.4pp |
| Employer contribution / active EE | $282 | $3,351-91.6% | $5,298-94.7% | $2,381-88.2% |
| Participant deferral / active EE | $887 | $3,175-72.1% | $5,081-82.5% | $3,470-74.4% |
| Admin fee / account holder | $1,076 | $5,596-80.8% | $13,411-92.0% | $4,888-78.0% |