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 | $74,309 | $53,162+39.8% | $91,220-18.5% | $68,494+8.5% |
| Participation rate | 36.8% | 63.2%-26.4pp | 73.2%-36.4pp | 67.9%-31.0pp |
| Annual return | -15.50% | -3.14%-12.4pp | 114.01%-129.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $329 | $1,709-80.7% | $2,850-88.5% | $2,596-87.3% |
| Participant deferral / active EE | $1,712 | $2,974-42.4% | $4,234-59.6% | $4,027-57.5% |
| Admin fee / account holder | $2,305 | $4,493-48.7% | $5,420-57.5% | $5,403-57.3% |