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 | $32,055 | $49,177-34.8% | $79,464-59.7% | $64,186-50.1% |
| Participation rate | 35.3% | 65.0%-29.7pp | 73.3%-38.1pp | 69.6%-34.3pp |
| Annual return | 3.72% | -1.16%+4.9pp | 718.14%-714.4pp | 7.63%-3.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,958 | $2,821+146.6% | $3,704+87.9% | $3,470+100.5% |
| Admin fee / account holder | $9,420 | $3,839+145.4% | $5,113+84.2% | $4,888+92.7% |