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 | $26,697 | $76,000-64.9% | $154,107-82.7% | $64,186-58.4% |
| Participation rate | 23.4% | 70.4%-47.0pp | 83.0%-59.7pp | 69.6%-46.2pp |
| Annual return | -7.11% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $185 | $3,351-94.5% | $5,298-96.5% | $2,381-92.2% |
| Participant deferral / active EE | $1,163 | $3,175-63.4% | $5,081-77.1% | $3,470-66.5% |
| Admin fee / account holder | $493 | $5,596-91.2% | $13,411-96.3% | $4,888-89.9% |