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 | $127,618 | $56,484+125.9% | $169,463-24.7% | $64,186+98.8% |
| Participation rate | 69.4% | 64.5%+4.9pp | 77.8%-8.3pp | 69.6%-0.1pp |
| Annual return | -3.84% | -1.55%-2.3pp | 1.83%-5.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,425 | $3,448+144.4% | $5,277+59.7% | $3,470+142.8% |
| Admin fee / account holder | $33,241 | $4,174+696.4% | $9,109+264.9% | $4,888+580.0% |