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 | $16,230 | $25,979-37.5% | $71,735-77.4% | $68,494-76.3% |
| Participation rate | 27.6% | 54.5%-26.9pp | 62.3%-34.7pp | 67.9%-40.3pp |
| Annual return | -17.74% | -15.10%-2.6pp | 9.14%-26.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,390 | $1,522-8.7% | $2,658-47.7% | $4,027-65.5% |
| Admin fee / account holder | $14,595 | $2,022+621.9% | $3,974+267.3% | $5,403+170.1% |