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 | $59,392 | $127,100-53.3% | $105,738-43.8% | $135,375-56.1% |
| Participation rate | 56.3% | 82.7%-26.5pp | 76.3%-20.1pp | 82.6%-26.4pp |
| Annual return | -2.09% | 4.49%-6.6pp | 6.27%-8.4pp | 519.73%-521.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,035 | $5,064-59.8% | $4,080-50.1% | $5,609-63.7% |
| Admin fee / account holder | $145,098 | $9,087+1496.8% | $6,913+1999.0% | $10,827+1240.1% |