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 | $81,816 | $57,354+42.7% | $83,848-2.4% | $64,186+27.5% |
| Participation rate | 40.0% | 68.6%-28.6pp | 76.1%-36.1pp | 69.6%-29.6pp |
| Annual return | -7.89% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $372 | $2,545-85.4% | $3,631-89.7% | $2,381-84.4% |
| Participant deferral / active EE | $2,540 | $2,993-15.1% | $4,082-37.8% | $3,470-26.8% |
| Admin fee / account holder | $1,058 | $4,046-73.9% | $5,478-80.7% | $4,888-78.4% |