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 | $40,724 | $59,805-31.9% | $79,550-48.8% | $68,494-40.5% |
| Participation rate | 49.2% | 61.1%-11.8pp | 69.5%-20.3pp | 67.9%-18.7pp |
| Annual return | -14.88% | -12.30%-2.6pp | 0.16%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $8 | $1,505-99.5% | $2,413-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $1,980 | $3,024-34.5% | $3,985-50.3% | $4,027-50.8% |
| Admin fee / account holder | $4,464 | $4,835-7.7% | $6,832-34.7% | $5,403-17.4% |