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 | $53,876 | $66,302-18.7% | $110,238-51.1% | $56,287-4.3% |
| Participation rate | 58.3% | 74.9%-16.6pp | 79.8%-21.5pp | 69.9%-11.5pp |
| Annual return | -4.41% | -1.18%-3.2pp | 314.74%-319.1pp | -9.96%+5.5pp |
| Employer contribution / active EE | $198 | $2,047-90.3% | $3,826-94.8% | $2,111-90.6% |
| Participant deferral / active EE | $1,974 | $3,381-41.6% | $4,672-57.7% | $3,350-41.1% |
| Admin fee / account holder | $4,768 | $698+582.7% | $8,547-44.2% | $521+815.3% |