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 | $70,883 | $64,839+9.3% | $95,585-25.8% | $84,808-16.4% |
| Participation rate | 45.8% | 63.8%-18.0pp | 72.1%-26.2pp | 68.3%-22.5pp |
| Annual return | 13.63% | -670.96%+684.6pp | 38.56%-24.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,364 | $2,965-20.3% | $4,023-41.2% | $4,212-43.9% |
| Admin fee / account holder | $11,997 | $5,964+101.1% | $6,127+95.8% | $7,344+63.4% |