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 | $15,674 | $54,350-71.2% | $82,719-81.1% | $68,494-77.1% |
| Participation rate | 25.5% | 63.9%-38.4pp | 72.6%-47.1pp | 67.9%-42.4pp |
| Annual return | -18.99% | -13.67%-5.3pp | 701.18%-720.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $174 | $2,218-92.1% | $3,009-94.2% | $2,596-93.3% |
| Participant deferral / active EE | $940 | $3,246-71.0% | $4,395-78.6% | $4,027-76.7% |
| Admin fee / account holder | $536 | $4,395-87.8% | $5,329-89.9% | $5,403-90.1% |