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 | $84,248 | $81,208+3.7% | $98,907-14.8% | $79,858+5.5% |
| Participation rate | 53.6% | 72.5%-18.9pp | 76.0%-22.4pp | 69.6%-16.0pp |
| Annual return | 13.23% | 60.99%-47.8pp | 196.43%-183.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,398 | $3,265-26.5% | $4,244-43.5% | $3,740-35.9% |
| Admin fee / account holder | $28,367 | $6,013+371.8% | $6,642+327.1% | $5,306+434.6% |