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 | $28,959 | $82,664-65.0% | $125,339-76.9% | $68,494-57.7% |
| Participation rate | 59.4% | 75.0%-15.6pp | 82.4%-22.9pp | 67.9%-8.5pp |
| Annual return | -16.65% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $60 | $3,381-98.2% | $4,814-98.8% | $2,596-97.7% |
| Participant deferral / active EE | $4,649 | $6,110-23.9% | $7,446-37.6% | $4,027+15.4% |
| Admin fee / account holder | $921 | $6,275-85.3% | $10,010-90.8% | $5,403-82.9% |