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 | $21,641 | $54,350-60.2% | $82,719-73.8% | $68,494-68.4% |
| Participation rate | 13.7% | 63.9%-50.2pp | 72.6%-58.9pp | 67.9%-54.2pp |
| Annual return | -18.70% | -13.67%-5.0pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $974 | $3,246-70.0% | $4,395-77.8% | $4,027-75.8% |
| Admin fee / account holder | $2,440 | $4,395-44.5% | $5,329-54.2% | $5,403-54.8% |