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 | $25,675 | $54,229-52.7% | $70,092-63.4% | $68,494-62.5% |
| Participation rate | 49.3% | 64.5%-15.2pp | 70.5%-21.2pp | 67.9%-18.6pp |
| Annual return | -10.70% | -13.87%+3.2pp | 190.73%-201.4pp | -7.84%-2.9pp |
| Employer contribution / active EE | -$223 | $2,018-111.1% | $2,559-108.7% | $2,596-108.6% |
| Participant deferral / active EE | $1,824 | $2,956-38.3% | $3,849-52.6% | $4,027-54.7% |
| Admin fee / account holder | $2,727 | $4,694-41.9% | $6,267-56.5% | $5,403-49.5% |