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 | $36,238 | $73,102-50.4% | $123,544-70.7% | $56,287-35.6% |
| Participation rate | 59.3% | 74.3%-15.1pp | 82.3%-23.0pp | 69.9%-10.6pp |
| Annual return | 10.10% | 3.01%+7.1pp | 119.20%-109.1pp | -9.96%+20.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,189 | $5,423-41.2% | $6,426-50.4% | $3,350-4.8% |
| Admin fee / account holder | $7,271 | $554+1213.2% | $9,284-21.7% | $521+1295.8% |