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 | $60,516 | $25,979+132.9% | $71,735-15.6% | $68,494-11.6% |
| Participation rate | 55.6% | 54.5%+1.1pp | 62.3%-6.8pp | 67.9%-12.3pp |
| Annual return | 5.07% | -15.10%+20.2pp | 9.14%-4.1pp | -7.84%+12.9pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,404 | $1,522+57.9% | $2,658-9.6% | $4,027-40.3% |
| Admin fee / account holder | $33,104 | $2,022+1537.5% | $3,974+733.0% | $5,403+512.7% |