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 | $43,024 | $54,350-20.8% | $82,719-48.0% | $68,494-37.2% |
| Participation rate | 60.4% | 63.9%-3.5pp | 72.6%-12.2pp | 67.9%-7.5pp |
| Annual return | -9.88% | -13.67%+3.8pp | 701.18%-711.1pp | -7.84%-2.0pp |
| Employer contribution / active EE | $152 | $2,218-93.2% | $3,009-95.0% | $2,596-94.2% |
| Participant deferral / active EE | $1,518 | $3,246-53.2% | $4,395-65.5% | $4,027-62.3% |
| Admin fee / account holder | $968 | $4,395-78.0% | $5,329-81.8% | $5,403-82.1% |