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 | $50,977 | $72,177-29.4% | $115,037-55.7% | $59,632-14.5% |
| Participation rate | 22.9% | 72.6%-49.6pp | 81.4%-58.5pp | 68.7%-45.8pp |
| Annual return | 0.71% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $49 | $2,841-98.3% | $4,608-98.9% | $2,203-97.8% |
| Participant deferral / active EE | $2,076 | $4,783-56.6% | $6,026-65.6% | $3,192-35.0% |
| Admin fee / account holder | $23,393 | $4,927+374.8% | $8,175+186.1% | $4,297+444.4% |