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 | $88,493 | $48,576+82.2% | $169,463-47.8% | $56,287+57.2% |
| Participation rate | 33.6% | 65.8%-32.2pp | 77.8%-44.1pp | 69.9%-36.2pp |
| Annual return | -3.22% | -2.51%-0.7pp | 1.83%-5.1pp | -9.96%+6.7pp |
| Employer contribution / active EE | $306 | $1,559-80.4% | $4,159-92.7% | $2,111-85.5% |
| Participant deferral / active EE | $2,780 | $3,275-15.1% | $5,277-47.3% | $3,350-17.0% |
| Admin fee / account holder | $16,570 | $435+3708.4% | $9,109+81.9% | $521+3080.7% |