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 | $51,050 | $43,723+16.8% | $121,196-57.9% | $64,186-20.5% |
| Participation rate | 61.1% | 58.3%+2.8pp | 71.7%-10.6pp | 69.6%-8.5pp |
| Annual return | -3.01% | 68.91%-71.9pp | 16.93%-19.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $90 | $1,296-93.0% | $4,022-97.8% | $2,381-96.2% |
| Participant deferral / active EE | $906 | $2,280-60.3% | $3,344-72.9% | $3,470-73.9% |
| Admin fee / account holder | $11,700 | $3,501+234.2% | $5,019+133.1% | $4,888+139.4% |