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 | $94,553 | $54,320+74.1% | $67,652+39.8% | $52,331+80.7% |
| Participation rate | 58.7% | 73.6%-14.9pp | 75.7%-16.9pp | 68.1%-9.4pp |
| Annual return | -1.36% | 6.81%-8.2pp | 6625.04%-6626.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $188 | $1,544-87.8% | $2,266-91.7% | $1,882-90.0% |
| Participant deferral / active EE | $2,920 | $2,950-1.0% | $3,560-18.0% | $3,022-3.4% |
| Admin fee / account holder | $2,782 | $527+428.3% | $4,821-42.3% | $592+370.2% |