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 | $87,356 | $92,222-5.3% | $76,768+13.8% | $135,375-35.5% |
| Participation rate | 53.8% | 79.8%-25.9pp | 77.0%-23.1pp | 82.6%-28.8pp |
| Annual return | -1.68% | 5.46%-7.1pp | 2.43%-4.1pp | 519.73%-521.4pp |
| Employer contribution / active EE | $400 | $3,216-87.5% | $2,485-83.9% | $4,779-91.6% |
| Participant deferral / active EE | $2,171 | $4,509-51.8% | $3,852-43.6% | $5,609-61.3% |
| Admin fee / account holder | $13,330 | $10,748+24.0% | $6,675+99.7% | $10,827+23.1% |