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 | $27,952 | $37,393-25.2% | $77,024-63.7% | $66,914-58.2% |
| Participation rate | 38.6% | 52.9%-14.2pp | 67.9%-29.3pp | 69.8%-31.2pp |
| Annual return | -11.84% | -3.29%-8.5pp | 42.32%-54.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,304 | $2,617-50.2% | $4,426-70.5% | $4,237-69.2% |
| Admin fee / account holder | $424 | $567-25.2% | $5,425-92.2% | $593-28.6% |