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 | $56,233 | $43,723+28.6% | $121,196-53.6% | $64,186-12.4% |
| Participation rate | 18.2% | 58.3%-40.1pp | 71.7%-53.6pp | 69.6%-51.4pp |
| Annual return | -4.43% | 68.91%-73.3pp | 16.93%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $111 | $1,296-91.4% | $4,022-97.2% | $2,381-95.3% |
| Participant deferral / active EE | $1,605 | $2,280-29.6% | $3,344-52.0% | $3,470-53.7% |
| Admin fee / account holder | $15,490 | $3,501+342.5% | $5,019+208.6% | $4,888+216.9% |