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 | $60,400 | $30,732+96.5% | $59,496+1.5% | $59,632+1.3% |
| Participation rate | 16.2% | 43.2%-27.0pp | 54.6%-38.3pp | 68.7%-52.5pp |
| Annual return | -2.23% | 4.47%-6.7pp | 182.05%-184.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $341 | $1,183-71.2% | $1,829-81.4% | $3,192-89.3% |
| Admin fee / account holder | $3,314 | $2,136+55.1% | $2,232+48.4% | $4,297-22.9% |