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 | $78,420 | $158,817-50.6% | $121,196-35.3% | $135,375-42.1% |
| Participation rate | 63.6% | 79.3%-15.7pp | 71.7%-8.1pp | 82.6%-19.0pp |
| Annual return | 3.05% | -0.64%+3.7pp | 16.93%-13.9pp | 519.73%-516.7pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,656 | $4,005+116.1% | $3,344+158.8% | $5,609+54.3% |
| Admin fee / account holder | $25,900 | $6,512+297.7% | $5,019+416.0% | $10,827+139.2% |