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 | $90,099 | $71,883+25.3% | $86,677+3.9% | $68,494+31.5% |
| Participation rate | 48.5% | 72.2%-23.8pp | 76.6%-28.1pp | 67.9%-19.4pp |
| Annual return | -17.07% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $493 | $2,173-77.3% | $2,836-82.6% | $2,596-81.0% |
| Participant deferral / active EE | $3,130 | $3,779-17.2% | $4,656-32.8% | $4,027-22.3% |
| Admin fee / account holder | $16,214 | $6,112+165.3% | $7,493+116.4% | $5,403+200.1% |