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 | $75,731 | $43,723+73.2% | $121,196-37.5% | $64,186+18.0% |
| Participation rate | 17.0% | 58.3%-41.3pp | 71.7%-54.7pp | 69.6%-52.5pp |
| Annual return | -6.08% | 68.91%-75.0pp | 16.93%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,362 | $2,280-40.3% | $3,344-59.3% | $3,470-60.8% |
| Admin fee / account holder | $14,540 | $3,501+315.3% | $5,019+189.7% | $4,888+197.5% |