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 | $139,026 | $62,586+122.1% | $76,768+81.1% | $64,186+116.6% |
| Participation rate | 59.4% | 72.8%-13.4pp | 77.0%-17.6pp | 69.6%-10.2pp |
| Annual return | -3.13% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,347 | $3,145-25.4% | $3,852-39.1% | $3,470-32.4% |
| Admin fee / account holder | $23,954 | $4,667+413.3% | $6,675+258.9% | $4,888+390.1% |