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 | $97,631 | $69,010+41.5% | $159,960-39.0% | $68,494+42.5% |
| Participation rate | 54.5% | 65.4%-10.9pp | 78.0%-23.4pp | 67.9%-13.3pp |
| Annual return | -10.90% | -9.65%-1.2pp | 408.60%-419.5pp | -7.84%-3.1pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,751 | $4,212+107.8% | $6,182+41.5% | $4,027+117.3% |
| Admin fee / account holder | $16,385 | $4,798+241.5% | $8,698+88.4% | $5,403+203.3% |