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 | $86,098 | $158,817-45.8% | $121,196-29.0% | $135,375-36.4% |
| Participation rate | 41.7% | 79.3%-37.6pp | 71.7%-30.1pp | 82.6%-41.0pp |
| Annual return | -2.12% | -0.64%-1.5pp | 16.93%-19.1pp | 519.73%-521.9pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $983 | $4,005-75.4% | $3,344-70.6% | $5,609-82.5% |
| Admin fee / account holder | $2,351 | $6,512-63.9% | $5,019-53.2% | $10,827-78.3% |