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 | $112,777 | $64,707+74.3% | $112,228+0.5% | $68,494+64.7% |
| Participation rate | 59.2% | 67.2%-8.0pp | 75.1%-15.9pp | 67.9%-8.7pp |
| Annual return | -12.03% | -11.40%-0.6pp | 27.45%-39.5pp | -7.84%-4.2pp |
| Employer contribution / active EE | $243 | $2,746-91.1% | $3,635-93.3% | $2,596-90.6% |
| Participant deferral / active EE | $5,107 | $3,565+43.2% | $4,728+8.0% | $4,027+26.8% |
| Admin fee / account holder | $1,442 | $5,232-72.4% | $6,410-77.5% | $5,403-73.3% |