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 | $34,588 | $85,790-59.7% | $67,313-48.6% | $135,375-74.5% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -7.72% | -0.54%-7.2pp | -4.08%-3.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $288 | $3,487-91.8% | $2,566-88.8% | $4,779-94.0% |
| Participant deferral / active EE | $1,664 | $4,651-64.2% | $3,568-53.4% | $5,609-70.3% |
| Admin fee / account holder | $10,486 | $6,392+64.0% | $4,507+132.7% | $10,827-3.1% |