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 | $24,099 | $55,415-56.5% | $155,509-84.5% | $74,495-67.6% |
| Participation rate | 27.3% | 61.9%-34.6pp | 78.2%-50.9pp | 67.2%-39.9pp |
| Annual return | 0.00% | 268.50%-268.5pp | 64.67%-64.7pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $267 | $2,267-88.2% | $4,672-94.3% | $2,623-89.8% |
| Participant deferral / active EE | $1,265 | $2,836-55.4% | $5,626-77.5% | $4,346-70.9% |
| Admin fee / account holder | $5,350 | $1,738+207.8% | $15,912-66.4% | $1,942+175.5% |