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 | $37,329 | $47,944-22.1% | $67,834-45.0% | $62,891-40.6% |
| Participation rate | 39.6% | 61.1%-21.4pp | 68.8%-29.2pp | 69.3%-29.7pp |
| Annual return | 6.39% | 11.77%-5.4pp | 138.47%-132.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $797 | $2,247-64.5% | $3,160-74.8% | $3,203-75.1% |
| Admin fee / account holder | $21,501 | $3,712+479.3% | $4,622+365.2% | $4,296+400.5% |