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 | $120,391 | $69,518+73.2% | $59,878+101.1% | $135,375-11.1% |
| Participation rate | 18.8% | 77.8%-59.1pp | 74.7%-55.9pp | 82.6%-63.9pp |
| Annual return | -0.87% | 7.94%-8.8pp | 3.46%-4.3pp | 519.73%-520.6pp |
| Employer contribution / active EE | $279 | $3,235-91.4% | $2,722-89.8% | $4,779-94.2% |
| Participant deferral / active EE | $1,992 | $4,206-52.6% | $3,402-41.4% | $5,609-64.5% |
| Admin fee / account holder | $1,281 | $5,734-77.7% | $3,590-64.3% | $10,827-88.2% |