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 | $23,911 | $76,000-68.5% | $154,107-84.5% | $64,186-62.7% |
| Participation rate | 28.6% | 70.4%-41.8pp | 83.0%-54.5pp | 69.6%-41.0pp |
| Annual return | -1.88% | 30.32%-32.2pp | 735.12%-737.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $44 | $3,351-98.7% | $5,298-99.2% | $2,381-98.2% |
| Participant deferral / active EE | $885 | $3,175-72.1% | $5,081-82.6% | $3,470-74.5% |
| Admin fee / account holder | $1,472 | $5,596-73.7% | $13,411-89.0% | $4,888-69.9% |