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 | $79,258 | $65,703+20.6% | $94,224-15.9% | $59,632+32.9% |
| Participation rate | 51.4% | 72.1%-20.8pp | 78.8%-27.4pp | 68.7%-17.3pp |
| Annual return | -0.65% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,709 | $3,143-45.6% | $4,320-60.4% | $3,192-46.5% |
| Admin fee / account holder | $11,705 | $4,264+174.5% | $6,269+86.7% | $4,297+172.4% |