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 | $36,501 | $211,958-82.8% | $169,463-78.5% | $135,375-73.0% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -2.23% | 3.26%-5.5pp | 1.83%-4.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $355 | $5,120-93.1% | $4,159-91.5% | $4,779-92.6% |
| Participant deferral / active EE | $2,565 | $6,075-57.8% | $5,277-51.4% | $5,609-54.3% |
| Admin fee / account holder | $20,903 | $11,471+82.2% | $9,109+129.5% | $10,827+93.1% |