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 | $41,843 | $75,828-44.8% | $147,614-71.7% | $59,632-29.8% |
| Participation rate | 33.8% | 71.6%-37.8pp | 84.6%-50.9pp | 68.7%-34.9pp |
| Annual return | 0.67% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $109 | $3,485-96.9% | $5,564-98.0% | $2,203-95.0% |
| Participant deferral / active EE | $1,031 | $3,130-67.0% | $4,895-78.9% | $3,192-67.7% |
| Admin fee / account holder | $10,459 | $5,985+74.7% | $11,611-9.9% | $4,297+143.4% |