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 | $17,263 | $59,805-71.1% | $79,550-78.3% | $68,494-74.8% |
| Participation rate | 43.2% | 61.1%-17.9pp | 69.5%-26.3pp | 67.9%-24.7pp |
| Annual return | -16.66% | -12.30%-4.4pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $254 | $1,505-83.2% | $2,413-89.5% | $2,596-90.2% |
| Participant deferral / active EE | $2,048 | $3,024-32.3% | $3,985-48.6% | $4,027-49.1% |
| Admin fee / account holder | $905 | $4,835-81.3% | $6,832-86.8% | $5,403-83.2% |