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 | $32,690 | $72,404-54.9% | $110,238-70.3% | $64,186-49.1% |
| Participation rate | 60.8% | 73.3%-12.6pp | 79.8%-19.0pp | 69.6%-8.8pp |
| Annual return | -7.61% | -6.29%-1.3pp | 314.74%-322.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,915 | $3,469-16.0% | $4,672-37.6% | $3,470-16.0% |
| Admin fee / account holder | $7,895 | $5,664+39.4% | $8,547-7.6% | $4,888+61.5% |