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 | $7,369 | $32,117-77.1% | $71,086-89.6% | $64,186-88.5% |
| Participation rate | 38.5% | 42.7%-4.2pp | 54.7%-16.2pp | 69.6%-31.1pp |
| Annual return | -2.96% | -5.57%+2.6pp | 650.59%-653.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $558 | $1,263-55.8% | $1,874-70.2% | $3,470-83.9% |
| Admin fee / account holder | $1,671 | $2,759-39.4% | $3,082-45.8% | $4,888-65.8% |