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 | $65,526 | $45,566+43.8% | $64,105+2.2% | $59,632+9.9% |
| Participation rate | 32.6% | 60.2%-27.6pp | 68.2%-35.6pp | 68.7%-36.1pp |
| Annual return | -1.60% | 4.95%-6.6pp | 791.24%-792.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,284 | $2,057-37.6% | $2,822-54.5% | $3,192-59.8% |
| Admin fee / account holder | $1,365 | $3,268-58.2% | $4,499-69.7% | $4,297-68.2% |