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 | $94,764 | $76,000+24.7% | $154,107-38.5% | $64,186+47.6% |
| Participation rate | 58.7% | 70.4%-11.7pp | 83.0%-24.3pp | 69.6%-10.9pp |
| Annual return | -2.35% | 30.32%-32.7pp | 735.12%-737.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $150 | $3,351-95.5% | $5,298-97.2% | $2,381-93.7% |
| Participant deferral / active EE | $2,001 | $3,175-37.0% | $5,081-60.6% | $3,470-42.3% |
| Admin fee / account holder | $7,669 | $5,596+37.0% | $13,411-42.8% | $4,888+56.9% |