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 | $31,594 | $42,383-25.5% | $76,523-58.7% | $64,186-50.8% |
| Participation rate | 12.9% | 58.1%-45.2pp | 68.0%-55.1pp | 69.6%-56.7pp |
| Annual return | -5.04% | -16.54%+11.5pp | -0.27%-4.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $46 | $1,563-97.0% | $2,647-98.3% | $2,381-98.1% |
| Participant deferral / active EE | $772 | $2,566-69.9% | $3,835-79.9% | $3,470-77.7% |
| Admin fee / account holder | $8,908 | $3,198+178.6% | $4,848+83.7% | $4,888+82.2% |