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 | $23,767 | $26,549-10.5% | $61,373-61.3% | $66,914-64.5% |
| Participation rate | 5.6% | 38.1%-32.5pp | 52.6%-47.0pp | 69.8%-64.2pp |
| Annual return | -19.31% | -16.21%-3.1pp | 338.61%-357.9pp | 1.58%-20.9pp |
| Employer contribution / active EE | $86 | $651-86.8% | $1,159-92.6% | $2,544-96.6% |
| Participant deferral / active EE | $512 | $1,338-61.8% | $2,125-75.9% | $4,237-87.9% |
| Admin fee / account holder | $503 | $409+23.2% | $2,130-76.4% | $593-15.1% |