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 | $56,651 | $48,274+17.4% | $63,517-10.8% | $59,632-5.0% |
| Participation rate | 42.9% | 66.3%-23.5pp | 71.0%-28.2pp | 68.7%-25.8pp |
| Annual return | 1.98% | -240.79%+242.8pp | -70.30%+72.3pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,716 | $2,343+15.9% | $2,953-8.0% | $3,192-14.9% |
| Admin fee / account holder | $12,881 | $3,600+257.8% | $5,892+118.6% | $4,297+199.8% |