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 | $99,325 | $73,004+36.1% | $90,749+9.5% | $68,494+45.0% |
| Participation rate | 67.8% | 70.8%-3.0pp | 75.7%-7.9pp | 67.9%-0.1pp |
| Annual return | -12.51% | -13.81%+1.3pp | -12.16%-0.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,445 | $3,627-5.0% | $4,564-24.5% | $4,027-14.5% |
| Admin fee / account holder | $22,034 | $5,896+273.7% | $8,445+160.9% | $5,403+307.8% |