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 | $79,053 | $78,694+0.5% | $67,652+16.9% | $125,391-37.0% |
| Participation rate | 43.8% | 78.8%-35.1pp | 75.7%-31.9pp | 83.2%-39.4pp |
| Annual return | -2.79% | 9.46%-12.2pp | 6625.04%-6627.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,420 | $4,292-66.9% | $3,560-60.1% | $5,352-73.5% |
| Admin fee / account holder | $905 | $7,403-87.8% | $4,821-81.2% | $9,540-90.5% |