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 | $60,351 | $59,107+2.1% | $86,436-30.2% | $68,494-11.9% |
| Participation rate | 62.0% | 75.2%-13.3pp | 80.3%-18.4pp | 67.9%-5.9pp |
| Annual return | -16.00% | -0.23%-15.8pp | 4394.89%-4410.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $75 | $2,519-97.0% | $3,769-98.0% | $2,596-97.1% |
| Participant deferral / active EE | $4,829 | $5,901-18.2% | $6,952-30.5% | $4,027+19.9% |
| Admin fee / account holder | $3,272 | $5,637-42.0% | $6,731-51.4% | $5,403-39.4% |