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 | $52,849 | $61,774-14.4% | $97,226-45.6% | $80,856-34.6% |
| Participation rate | 35.7% | 63.5%-27.8pp | 72.7%-37.0pp | 67.6%-31.9pp |
| Annual return | 10.90% | -557.90%+568.8pp | 75.13%-64.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $292 | $1,837-84.1% | $2,729-89.3% | $2,755-89.4% |
| Participant deferral / active EE | $2,110 | $3,029-30.3% | $4,264-50.5% | $4,296-50.9% |
| Admin fee / account holder | $7,694 | $5,166+48.9% | $5,654+36.1% | $6,918+11.2% |