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 | $26,426 | $82,286-67.9% | $68,791-61.6% | $134,475-80.3% |
| Participation rate | 44.4% | 75.1%-30.6pp | 69.0%-24.6pp | 81.2%-36.8pp |
| Annual return | -13.48% | -2.19%-11.3pp | -6.38%-7.1pp | 417.96%-431.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,031 | $4,739-57.1% | $3,941-48.5% | $6,400-68.3% |
| Admin fee / account holder | $7,954 | $6,481+22.7% | $4,932+61.3% | $11,426-30.4% |