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 8-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 | $56,846 | $30,732+85.0% | $59,496-4.5% | $59,632-4.7% |
| Participation rate | 33.3% | 43.2%-9.9pp | 54.6%-21.2pp | 68.7%-35.3pp |
| Annual return | -0.41% | 4.47%-4.9pp | 182.05%-182.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,990 | $1,183+152.8% | $1,829+63.5% | $3,192-6.3% |
| Admin fee / account holder | $859 | $2,136-59.8% | $2,232-61.5% | $4,297-80.0% |