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 | $80,678 | $65,703+22.8% | $94,224-14.4% | $59,632+35.3% |
| Participation rate | 24.4% | 72.1%-47.7pp | 78.8%-54.3pp | 68.7%-44.2pp |
| Annual return | -1.43% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,559 | $3,143-50.4% | $4,320-63.9% | $3,192-51.2% |
| Admin fee / account holder | $5,877 | $4,264+37.8% | $6,269-6.2% | $4,297+36.8% |