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 | $25,854 | $54,350-52.4% | $82,719-68.7% | $68,494-62.3% |
| Participation rate | 62.5% | 63.9%-1.4pp | 72.6%-10.1pp | 67.9%-5.4pp |
| Annual return | -15.65% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $55 | $2,218-97.5% | $3,009-98.2% | $2,596-97.9% |
| Participant deferral / active EE | $1,606 | $3,246-50.5% | $4,395-63.5% | $4,027-60.1% |
| Admin fee / account holder | $3,417 | $4,395-22.3% | $5,329-35.9% | $5,403-36.8% |