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 | $36,466 | $73,867-50.6% | $143,757-74.6% | $68,494-46.8% |
| Participation rate | 16.7% | 66.7%-50.0pp | 80.3%-63.6pp | 67.9%-51.2pp |
| Annual return | -8.41% | 1.01%-9.4pp | -0.04%-8.4pp | -7.84%-0.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,493 | $3,384-55.9% | $5,637-73.5% | $4,027-62.9% |
| Admin fee / account holder | $12,556 | $5,755+118.2% | $14,673-14.4% | $5,403+132.4% |