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 | $71,983 | $64,839+11.0% | $95,585-24.7% | $84,808-15.1% |
| Participation rate | 45.2% | 63.8%-18.6pp | 72.1%-26.8pp | 68.3%-23.1pp |
| Annual return | 14.14% | -670.96%+685.1pp | 38.56%-24.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,312 | $2,965+11.7% | $4,023-17.7% | $4,212-21.4% |
| Admin fee / account holder | $6,242 | $5,964+4.7% | $6,127+1.9% | $7,344-15.0% |