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 | $45,125 | $27,641+63.3% | $61,373-26.5% | $68,494-34.1% |
| Participation rate | 31.0% | 39.5%-8.5pp | 52.6%-21.6pp | 67.9%-36.9pp |
| Annual return | -14.03% | -13.24%-0.8pp | 338.61%-352.6pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $935 | $1,263-25.9% | $2,125-56.0% | $4,027-76.8% |
| Admin fee / account holder | $2,157 | $2,010+7.3% | $2,130+1.3% | $5,403-60.1% |