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 | $65,157 | $56,357+15.6% | $104,294-37.5% | $68,494-4.9% |
| Participation rate | 37.1% | 63.3%-26.2pp | 73.3%-36.2pp | 67.9%-30.8pp |
| Annual return | -15.53% | -9.19%-6.3pp | 24.61%-40.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $237 | $1,960-87.9% | $3,372-93.0% | $2,596-90.9% |
| Participant deferral / active EE | $2,094 | $3,077-31.9% | $4,625-54.7% | $4,027-48.0% |
| Admin fee / account holder | $636 | $4,903-87.0% | $7,339-91.3% | $5,403-88.2% |