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 | $90,121 | $52,681+71.1% | $75,781+18.9% | $59,632+51.1% |
| Participation rate | 42.3% | 67.2%-24.9pp | 75.8%-33.5pp | 68.7%-26.4pp |
| Annual return | -2.88% | 2.95%-5.8pp | 9.68%-12.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,199 | $2,591-53.7% | $3,651-67.2% | $3,192-62.4% |
| Admin fee / account holder | $1,401 | $3,610-61.2% | $5,299-73.6% | $4,297-67.4% |