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 | $88,306 | $72,177+22.3% | $115,037-23.2% | $59,632+48.1% |
| Participation rate | 66.3% | 72.6%-6.3pp | 81.4%-15.1pp | 68.7%-2.4pp |
| Annual return | -0.32% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,168 | $4,783-12.9% | $6,026-30.8% | $3,192+30.6% |
| Admin fee / account holder | $12,454 | $4,927+152.8% | $8,175+52.3% | $4,297+189.8% |