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 | $69,211 | $27,641+150.4% | $61,373+12.8% | $68,494+1.0% |
| Participation rate | 34.0% | 39.5%-5.4pp | 52.6%-18.5pp | 67.9%-33.8pp |
| Annual return | -16.23% | -13.24%-3.0pp | 338.61%-354.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $37 | $695-94.7% | $1,159-96.8% | $2,596-98.6% |
| Participant deferral / active EE | $2,202 | $1,263+74.3% | $2,125+3.6% | $4,027-45.3% |
| Admin fee / account holder | $3,988 | $2,010+98.4% | $2,130+87.3% | $5,403-26.2% |