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 | $196,750 | $81,900+140.2% | $119,609+64.5% | $68,494+187.3% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.3%-13.6pp | 67.9%-2.3pp |
| Annual return | -9.23% | -23.82%+14.6pp | -14.97%+5.7pp | -7.84%-1.4pp |
| Employer contribution / active EE | $503 | $2,693-81.3% | $4,232-88.1% | $2,596-80.6% |
| Participant deferral / active EE | $5,032 | $4,148+21.3% | $5,602-10.2% | $4,027+24.9% |
| Admin fee / account holder | $6,132 | $6,582-6.8% | $10,323-40.6% | $5,403+13.5% |