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 | $69,528 | $81,900-15.1% | $119,609-41.9% | $68,494+1.5% |
| Participation rate | 53.1% | 71.9%-18.8pp | 79.3%-26.2pp | 67.9%-14.8pp |
| Annual return | -15.42% | -23.82%+8.4pp | -14.97%-0.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $425 | $2,693-84.2% | $4,232-90.0% | $2,596-83.6% |
| Participant deferral / active EE | $2,009 | $4,148-51.6% | $5,602-64.1% | $4,027-50.1% |
| Admin fee / account holder | $7,774 | $6,582+18.1% | $10,323-24.7% | $5,403+43.9% |