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 | $28,497 | $32,117-11.3% | $71,086-59.9% | $64,186-55.6% |
| Participation rate | 36.8% | 42.7%-5.9pp | 54.7%-17.8pp | 69.6%-32.7pp |
| Annual return | -2.06% | -5.57%+3.5pp | 650.59%-652.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $920 | $1,263-27.2% | $1,874-50.9% | $3,470-73.5% |
| Admin fee / account holder | $11,154 | $2,759+304.2% | $3,082+261.8% | $4,888+128.2% |