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 | $6,605 | $27,641-76.1% | $61,373-89.2% | $68,494-90.4% |
| Participation rate | 3.6% | 39.5%-35.9pp | 52.6%-49.0pp | 67.9%-64.3pp |
| Annual return | -14.70% | -13.24%-1.5pp | 338.61%-353.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $288 | $1,263-77.2% | $2,125-86.4% | $4,027-92.8% |
| Admin fee / account holder | $1,075 | $2,010-46.5% | $2,130-49.5% | $5,403-80.1% |