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 | $12,248 | $152,509-92.0% | $117,472-89.6% | $134,475-90.9% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -19.77% | 52.99%-72.8pp | 29.74%-49.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $154 | $5,571-97.2% | $4,176-96.3% | $4,740-96.8% |
| Participant deferral / active EE | $388 | $4,818-92.0% | $4,070-90.5% | $6,400-93.9% |
| Admin fee / account holder | $5,324 | $7,004-24.0% | $5,645-5.7% | $11,426-53.4% |