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 | $84,875 | $45,566+86.3% | $64,105+32.4% | $59,632+42.3% |
| Participation rate | 69.9% | 60.2%+9.7pp | 68.2%+1.7pp | 68.7%+1.2pp |
| Annual return | -0.91% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,701 | $2,057+128.6% | $2,822+66.6% | $3,192+47.3% |
| Admin fee / account holder | $3,155 | $3,268-3.5% | $4,499-29.9% | $4,297-26.6% |