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 | $18,196 | $73,867-75.4% | $143,757-87.3% | $68,494-73.4% |
| Participation rate | 15.8% | 66.7%-50.9pp | 80.3%-64.5pp | 67.9%-52.1pp |
| Annual return | -19.14% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,224 | $3,384-63.8% | $5,637-78.3% | $4,027-69.6% |
| Admin fee / account holder | $334 | $5,755-94.2% | $14,673-97.7% | $5,403-93.8% |