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 | $108,281 | $76,000+42.5% | $154,107-29.7% | $64,186+68.7% |
| Participation rate | 34.2% | 70.4%-36.2pp | 83.0%-48.8pp | 69.6%-35.4pp |
| Annual return | -3.85% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $37 | $3,351-98.9% | $5,298-99.3% | $2,381-98.5% |
| Participant deferral / active EE | $2,288 | $3,175-27.9% | $5,081-55.0% | $3,470-34.0% |
| Admin fee / account holder | $18,451 | $5,596+229.7% | $13,411+37.6% | $4,888+277.5% |