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 | $41,364 | $27,641+49.6% | $61,373-32.6% | $68,494-39.6% |
| Participation rate | 19.1% | 39.5%-20.3pp | 52.6%-33.4pp | 67.9%-48.7pp |
| Annual return | -20.26% | -13.24%-7.0pp | 338.61%-358.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $465 | $1,263-63.2% | $2,125-78.1% | $4,027-88.4% |
| Admin fee / account holder | $4,498 | $2,010+123.8% | $2,130+111.2% | $5,403-16.7% |