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 | $21,143 | $28,109-24.8% | $71,086-70.3% | $56,287-62.4% |
| Participation rate | 58.0% | 40.4%+17.6pp | 54.7%+3.3pp | 69.9%-11.9pp |
| Annual return | -2.92% | -615.05%+612.1pp | 650.59%-653.5pp | -9.96%+7.0pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $895 | $1,116-19.7% | $1,874-52.2% | $3,350-73.3% |
| Admin fee / account holder | $4,406 | $585+653.6% | $3,082+43.0% | $521+745.8% |