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 | $26,881 | $76,000-64.6% | $154,107-82.6% | $64,186-58.1% |
| Participation rate | 39.3% | 70.4%-31.1pp | 83.0%-43.8pp | 69.6%-30.3pp |
| Annual return | -0.79% | 30.32%-31.1pp | 735.12%-735.9pp | 7.63%-8.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $922 | $3,175-71.0% | $5,081-81.8% | $3,470-73.4% |
| Admin fee / account holder | $13,678 | $5,596+144.4% | $13,411+2.0% | $4,888+179.8% |