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 | $105,096 | $73,867+42.3% | $143,757-26.9% | $68,494+53.4% |
| Participation rate | 43.8% | 66.7%-22.9pp | 80.3%-36.6pp | 67.9%-24.1pp |
| Annual return | -13.69% | 1.01%-14.7pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $7 | $3,184-99.8% | $4,951-99.9% | $2,596-99.7% |
| Participant deferral / active EE | $2,972 | $3,384-12.2% | $5,637-47.3% | $4,027-26.2% |
| Admin fee / account holder | $30,924 | $5,755+437.4% | $14,673+110.8% | $5,403+472.4% |