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 | $99,648 | $73,004+36.5% | $90,749+9.8% | $68,494+45.5% |
| Participation rate | 57.5% | 70.8%-13.3pp | 75.7%-18.2pp | 67.9%-10.4pp |
| Annual return | -14.39% | -13.81%-0.6pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $290 | $2,193-86.8% | $2,921-90.1% | $2,596-88.8% |
| Participant deferral / active EE | $2,432 | $3,627-32.9% | $4,564-46.7% | $4,027-39.6% |
| Admin fee / account holder | $2,154 | $5,896-63.5% | $8,445-74.5% | $5,403-60.1% |