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 | $83,249 | $57,354+45.2% | $83,848-0.7% | $64,186+29.7% |
| Participation rate | 25.0% | 68.6%-43.6pp | 76.1%-51.1pp | 69.6%-44.6pp |
| Annual return | -3.13% | 11.38%-14.5pp | 850.88%-854.0pp | 7.63%-10.8pp |
| Employer contribution / active EE | $200 | $2,545-92.1% | $3,631-94.5% | $2,381-91.6% |
| Participant deferral / active EE | $1,391 | $2,993-53.5% | $4,082-65.9% | $3,470-59.9% |
| Admin fee / account holder | $10,105 | $4,046+149.8% | $5,478+84.5% | $4,888+106.7% |