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 | $96,089 | $57,354+67.5% | $83,848+14.6% | $64,186+49.7% |
| Participation rate | 43.7% | 68.6%-24.9pp | 76.1%-32.5pp | 69.6%-25.9pp |
| Annual return | -5.47% | 11.38%-16.9pp | 850.88%-856.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $452 | $2,545-82.3% | $3,631-87.6% | $2,381-81.0% |
| Participant deferral / active EE | $2,434 | $2,993-18.7% | $4,082-40.4% | $3,470-29.8% |
| Admin fee / account holder | $12,396 | $4,046+206.4% | $5,478+126.3% | $4,888+153.6% |