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 | $100,702 | $43,723+130.3% | $121,196-16.9% | $64,186+56.9% |
| Participation rate | 20.7% | 58.3%-37.6pp | 71.7%-51.0pp | 69.6%-48.8pp |
| Annual return | -3.37% | 68.91%-72.3pp | 16.93%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,339 | $2,280-41.3% | $3,344-60.0% | $3,470-61.4% |
| Admin fee / account holder | $2,413 | $3,501-31.1% | $5,019-51.9% | $4,888-50.6% |