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 | $36,287 | $65,061-44.2% | $143,757-74.8% | $66,914-45.8% |
| Participation rate | 23.3% | 65.2%-41.9pp | 80.3%-57.0pp | 69.8%-46.5pp |
| Annual return | -17.64% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $369 | $2,361-84.4% | $4,951-92.6% | $2,544-85.5% |
| Participant deferral / active EE | $990 | $2,919-66.1% | $5,637-82.4% | $4,237-76.6% |
| Admin fee / account holder | $9,075 | $502+1708.0% | $14,673-38.2% | $593+1429.7% |