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 | $92,427 | $87,705+5.4% | $63,517+45.5% | $125,391-26.3% |
| Participation rate | 18.2% | 77.0%-58.8pp | 71.0%-52.8pp | 83.2%-65.0pp |
| Annual return | -1.02% | 21.70%-22.7pp | -70.30%+69.3pp | 282.22%-283.2pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,837 | $3,939-53.4% | $2,953-37.8% | $5,352-65.7% |
| Admin fee / account holder | $38,110 | $11,948+219.0% | $5,892+546.8% | $9,540+299.5% |