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 | $66,656 | $54,350+22.6% | $82,719-19.4% | $68,494-2.7% |
| Participation rate | 16.7% | 63.9%-47.3pp | 72.6%-55.9pp | 67.9%-51.2pp |
| Annual return | -17.89% | -13.67%-4.2pp | 701.18%-719.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $95 | $2,218-95.7% | $3,009-96.8% | $2,596-96.3% |
| Participant deferral / active EE | $1,910 | $3,246-41.1% | $4,395-56.5% | $4,027-52.6% |
| Admin fee / account holder | $860 | $4,395-80.4% | $5,329-83.9% | $5,403-84.1% |