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 | $34,156 | $65,703-48.0% | $94,224-63.8% | $59,632-42.7% |
| Participation rate | 57.5% | 72.1%-14.6pp | 78.8%-21.3pp | 68.7%-11.2pp |
| Annual return | -0.45% | 5.22%-5.7pp | 10.68%-11.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $127 | $2,021-93.7% | $3,587-96.5% | $2,203-94.3% |
| Participant deferral / active EE | $1,892 | $3,143-39.8% | $4,320-56.2% | $3,192-40.7% |
| Admin fee / account holder | $9,189 | $4,264+115.5% | $6,269+46.6% | $4,297+113.8% |