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 | $107,475 | $59,805+79.7% | $79,550+35.1% | $68,494+56.9% |
| Participation rate | 48.8% | 61.1%-12.3pp | 69.5%-20.7pp | 67.9%-19.1pp |
| Annual return | -17.10% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2 | $1,505-99.9% | $2,413-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $2,207 | $3,024-27.0% | $3,985-44.6% | $4,027-45.2% |
| Admin fee / account holder | $2,148 | $4,835-55.6% | $6,832-68.6% | $5,403-60.3% |