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 | $60,091 | $43,723+37.4% | $121,196-50.4% | $64,186-6.4% |
| Participation rate | 59.5% | 58.3%+1.1pp | 71.7%-12.3pp | 69.6%-10.1pp |
| Annual return | -0.95% | 68.91%-69.9pp | 16.93%-17.9pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,022 | $2,280-11.3% | $3,344-39.5% | $3,470-41.7% |
| Admin fee / account holder | $9,301 | $3,501+165.7% | $5,019+85.3% | $4,888+90.3% |