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 | $36,997 | $62,586-40.9% | $76,768-51.8% | $64,186-42.4% |
| Participation rate | 68.9% | 72.8%-4.0pp | 77.0%-8.1pp | 69.6%-0.7pp |
| Annual return | 96.68% | -1.95%+98.6pp | 2.43%+94.3pp | 7.63%+89.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,894 | $3,145-39.8% | $3,852-50.8% | $3,470-45.4% |
| Admin fee / account holder | $3,618 | $4,667-22.5% | $6,675-45.8% | $4,888-26.0% |