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 | $89,948 | $73,867+21.8% | $143,757-37.4% | $68,494+31.3% |
| Participation rate | 45.6% | 66.7%-21.1pp | 80.3%-34.8pp | 67.9%-22.3pp |
| Annual return | -14.42% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $113 | $3,184-96.4% | $4,951-97.7% | $2,596-95.6% |
| Participant deferral / active EE | $1,192 | $3,384-64.8% | $5,637-78.9% | $4,027-70.4% |
| Admin fee / account holder | $6,245 | $5,755+8.5% | $14,673-57.4% | $5,403+15.6% |