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 | $105,243 | $76,000+38.5% | $154,107-31.7% | $64,186+64.0% |
| Participation rate | 21.9% | 70.4%-48.5pp | 83.0%-61.2pp | 69.6%-47.7pp |
| Annual return | -3.85% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $998 | $3,175-68.6% | $5,081-80.4% | $3,470-71.2% |
| Admin fee / account holder | $49,540 | $5,596+785.2% | $13,411+269.4% | $4,888+913.5% |