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 | $98,454 | $72,177+36.4% | $115,037-14.4% | $59,632+65.1% |
| Participation rate | 64.0% | 72.6%-8.6pp | 81.4%-17.4pp | 68.7%-4.7pp |
| Annual return | -1.37% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,536 | $4,783+99.4% | $6,026+58.2% | $3,192+198.8% |
| Admin fee / account holder | $10,783 | $4,927+118.9% | $8,175+31.9% | $4,297+150.9% |