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 | $19,198 | $107,791-82.2% | $90,645-78.8% | $135,375-85.8% |
| Participation rate | 27.3% | 78.0%-50.8pp | 74.0%-46.8pp | 82.6%-55.4pp |
| Annual return | -6.35% | -0.90%-5.4pp | 1.88%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $469 | $3,872-87.9% | $3,425-86.3% | $5,609-91.6% |
| Admin fee / account holder | $3,427 | $5,930-42.2% | $4,994-31.4% | $10,827-68.4% |