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 | $22,008 | $69,010-68.1% | $159,960-86.2% | $68,494-67.9% |
| Participation rate | 41.9% | 65.4%-23.5pp | 78.0%-36.0pp | 67.9%-26.0pp |
| Annual return | -11.82% | -9.65%-2.2pp | 408.60%-420.4pp | -7.84%-4.0pp |
| Employer contribution / active EE | $254 | $2,213-88.5% | $4,226-94.0% | $2,596-90.2% |
| Participant deferral / active EE | $2,366 | $4,212-43.8% | $6,182-61.7% | $4,027-41.2% |
| Admin fee / account holder | $2,922 | $4,798-39.1% | $8,698-66.4% | $5,403-45.9% |