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 | $50,006 | $81,900-38.9% | $119,609-58.2% | $68,494-27.0% |
| Participation rate | 55.9% | 71.9%-16.0pp | 79.3%-23.4pp | 67.9%-12.0pp |
| Annual return | -14.63% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $389 | $2,693-85.5% | $4,232-90.8% | $2,596-85.0% |
| Participant deferral / active EE | $3,376 | $4,148-18.6% | $5,602-39.7% | $4,027-16.2% |
| Admin fee / account holder | $21,030 | $6,582+219.5% | $10,323+103.7% | $5,403+289.3% |