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 | $44,476 | $92,222-51.8% | $76,768-42.1% | $135,375-67.1% |
| Participation rate | 64.7% | 79.8%-15.1pp | 77.0%-12.3pp | 82.6%-17.9pp |
| Annual return | -7.81% | 5.46%-13.3pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $98 | $3,216-97.0% | $2,485-96.1% | $4,779-98.0% |
| Participant deferral / active EE | $2,446 | $4,509-45.7% | $3,852-36.5% | $5,609-56.4% |
| Admin fee / account holder | $3,643 | $10,748-66.1% | $6,675-45.4% | $10,827-66.4% |