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 | $57,066 | $81,900-30.3% | $119,609-52.3% | $68,494-16.7% |
| Participation rate | 54.1% | 71.9%-17.8pp | 79.3%-25.2pp | 67.9%-13.8pp |
| Annual return | -15.84% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $340 | $2,693-87.4% | $4,232-92.0% | $2,596-86.9% |
| Participant deferral / active EE | $2,378 | $4,148-42.7% | $5,602-57.6% | $4,027-41.0% |
| Admin fee / account holder | $11,360 | $6,582+72.6% | $10,323+10.0% | $5,403+110.3% |