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 | $59,808 | $46,674+28.1% | $117,472-49.1% | $68,494-12.7% |
| Participation rate | 36.8% | 56.8%-19.9pp | 70.6%-33.7pp | 67.9%-31.0pp |
| Annual return | -14.09% | -14.52%+0.4pp | 29.74%-43.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $150 | $1,505-90.1% | $4,176-96.4% | $2,596-94.2% |
| Participant deferral / active EE | $1,320 | $2,636-49.9% | $4,070-67.6% | $4,027-67.2% |
| Admin fee / account holder | $1,048 | $4,020-73.9% | $5,645-81.4% | $5,403-80.6% |