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 | $120,984 | $45,566+165.5% | $64,105+88.7% | $59,632+102.9% |
| Participation rate | 55.7% | 60.2%-4.5pp | 68.2%-12.5pp | 68.7%-13.0pp |
| Annual return | 0.29% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,790 | $2,057+35.6% | $2,822-1.1% | $3,192-12.6% |
| Admin fee / account holder | $5,817 | $3,268+78.0% | $4,499+29.3% | $4,297+35.4% |