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 | $23,998 | $75,828-68.4% | $147,614-83.7% | $59,632-59.8% |
| Participation rate | 23.3% | 71.6%-48.3pp | 84.6%-61.4pp | 68.7%-45.4pp |
| Annual return | -0.88% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $23 | $3,485-99.3% | $5,564-99.6% | $2,203-98.9% |
| Participant deferral / active EE | $965 | $3,130-69.2% | $4,895-80.3% | $3,192-69.8% |
| Admin fee / account holder | $20,671 | $5,985+245.4% | $11,611+78.0% | $4,297+381.1% |