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 | $30,173 | $97,044-68.9% | $83,333-63.8% | $135,375-77.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.92% | 12.31%-20.2pp | 10.63%-18.6pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2 | $4,143-99.9% | $3,379-99.9% | $4,779-100.0% |
| Participant deferral / active EE | $2,710 | $5,964-54.6% | $5,565-51.3% | $5,609-51.7% |
| Admin fee / account holder | $815 | $8,380-90.3% | $7,510-89.2% | $10,827-92.5% |