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 | $25,066 | $32,117-22.0% | $71,086-64.7% | $64,186-60.9% |
| Participation rate | 31.6% | 42.7%-11.1pp | 54.7%-23.1pp | 69.6%-38.0pp |
| Annual return | -4.89% | -5.57%+0.7pp | 650.59%-655.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $80 | $712-88.8% | $1,088-92.6% | $2,381-96.6% |
| Participant deferral / active EE | $578 | $1,263-54.2% | $1,874-69.1% | $3,470-83.3% |
| Admin fee / account holder | $4,579 | $2,759+65.9% | $3,082+48.5% | $4,888-6.3% |