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 | $52,455 | $30,732+70.7% | $59,496-11.8% | $59,632-12.0% |
| Participation rate | 43.8% | 43.2%+0.5pp | 54.6%-10.8pp | 68.7%-24.9pp |
| Annual return | 0.40% | 4.47%-4.1pp | 182.05%-181.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $59 | $631-90.7% | $1,153-94.9% | $2,203-97.3% |
| Participant deferral / active EE | $1,393 | $1,183+17.8% | $1,829-23.8% | $3,192-56.3% |
| Admin fee / account holder | $14,995 | $2,136+602.0% | $2,232+571.7% | $4,297+249.0% |