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 | $36,193 | $76,000-52.4% | $154,107-76.5% | $64,186-43.6% |
| Participation rate | 46.0% | 70.4%-24.4pp | 83.0%-37.1pp | 69.6%-23.6pp |
| Annual return | -3.08% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $143 | $3,351-95.7% | $5,298-97.3% | $2,381-94.0% |
| Participant deferral / active EE | $1,818 | $3,175-42.7% | $5,081-64.2% | $3,470-47.6% |
| Admin fee / account holder | $11,548 | $5,596+106.4% | $13,411-13.9% | $4,888+136.2% |