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 | $37,287 | $82,664-54.9% | $125,339-70.3% | $68,494-45.6% |
| Participation rate | 32.6% | 75.0%-42.5pp | 82.4%-49.8pp | 67.9%-35.3pp |
| Annual return | -18.54% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $583 | $3,381-82.7% | $4,814-87.9% | $2,596-77.5% |
| Participant deferral / active EE | $2,903 | $6,110-52.5% | $7,446-61.0% | $4,027-27.9% |
| Admin fee / account holder | $859 | $6,275-86.3% | $10,010-91.4% | $5,403-84.1% |