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 4-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 | $10,132 | $27,641-63.3% | $61,373-83.5% | $68,494-85.2% |
| Participation rate | 38.2% | 39.5%-1.3pp | 52.6%-14.4pp | 67.9%-29.7pp |
| Annual return | -9.80% | -13.24%+3.4pp | 338.61%-348.4pp | -7.84%-2.0pp |
| Employer contribution / active EE | $53 | $695-92.4% | $1,159-95.4% | $2,596-98.0% |
| Participant deferral / active EE | $566 | $1,263-55.2% | $2,125-73.4% | $4,027-86.0% |
| Admin fee / account holder | $3,681 | $2,010+83.1% | $2,130+72.8% | $5,403-31.9% |