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 | $41,959 | $75,828-44.7% | $147,614-71.6% | $59,632-29.6% |
| Participation rate | 68.6% | 71.6%-3.0pp | 84.6%-16.0pp | 68.7%-0.1pp |
| Annual return | 1.52% | 0.37%+1.2pp | 61.98%-60.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,107 | $3,130-0.7% | $4,895-36.5% | $3,192-2.6% |
| Admin fee / account holder | $6,720 | $5,985+12.3% | $11,611-42.1% | $4,297+56.4% |