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 | $13,395 | $32,117-58.3% | $71,086-81.2% | $64,186-79.1% |
| Participation rate | 36.7% | 42.7%-6.0pp | 54.7%-18.0pp | 69.6%-32.9pp |
| Annual return | -8.27% | -5.57%-2.7pp | 650.59%-658.9pp | 7.63%-15.9pp |
| Employer contribution / active EE | $78 | $712-89.1% | $1,088-92.9% | $2,381-96.7% |
| Participant deferral / active EE | $941 | $1,263-25.5% | $1,874-49.8% | $3,470-72.9% |
| Admin fee / account holder | $1,390 | $2,759-49.6% | $3,082-54.9% | $4,888-71.6% |