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 | $90,730 | $54,350+66.9% | $82,719+9.7% | $68,494+32.5% |
| Participation rate | 15.6% | 63.9%-48.4pp | 72.6%-57.0pp | 67.9%-52.3pp |
| Annual return | -19.18% | -13.67%-5.5pp | 701.18%-720.4pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,480 | $3,246-23.6% | $4,395-43.6% | $4,027-38.4% |
| Admin fee / account holder | $7,796 | $4,395+77.4% | $5,329+46.3% | $5,403+44.3% |