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 | $108,772 | $54,229+100.6% | $70,092+55.2% | $68,494+58.8% |
| Participation rate | 34.0% | 64.5%-30.4pp | 70.5%-36.4pp | 67.9%-33.8pp |
| Annual return | -13.66% | -13.87%+0.2pp | 190.73%-204.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,432 | $2,956-51.6% | $3,849-62.8% | $4,027-64.5% |
| Admin fee / account holder | $34,374 | $4,694+632.3% | $6,267+448.5% | $5,403+536.2% |