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 | $40,075 | $82,664-51.5% | $125,339-68.0% | $68,494-41.5% |
| Participation rate | 52.2% | 75.0%-22.9pp | 82.4%-30.2pp | 67.9%-15.7pp |
| Annual return | -8.01% | -5.97%-2.0pp | 572.05%-580.1pp | -7.84%-0.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,620 | $6,110-57.1% | $7,446-64.8% | $4,027-34.9% |
| Admin fee / account holder | $1,747 | $6,275-72.2% | $10,010-82.6% | $5,403-67.7% |