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 | $21,836 | $49,177-55.6% | $79,464-72.5% | $64,186-66.0% |
| Participation rate | 36.1% | 65.0%-28.9pp | 73.3%-37.2pp | 69.6%-33.5pp |
| Annual return | -4.07% | -1.16%-2.9pp | 718.14%-722.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $190 | $2,076-90.9% | $2,800-93.2% | $2,381-92.0% |
| Participant deferral / active EE | $807 | $2,821-71.4% | $3,704-78.2% | $3,470-76.7% |
| Admin fee / account holder | $5,454 | $3,839+42.1% | $5,113+6.7% | $4,888+11.6% |