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 | $25,510 | $73,867-65.5% | $143,757-82.3% | $68,494-62.8% |
| Participation rate | 55.9% | 66.7%-10.8pp | 80.3%-24.4pp | 67.9%-12.0pp |
| Annual return | -18.47% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $317 | $3,184-90.0% | $4,951-93.6% | $2,596-87.8% |
| Participant deferral / active EE | $1,720 | $3,384-49.2% | $5,637-69.5% | $4,027-57.3% |
| Admin fee / account holder | $26,426 | $5,755+359.2% | $14,673+80.1% | $5,403+389.1% |