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 | $96,364 | $72,404+33.1% | $110,238-12.6% | $64,186+50.1% |
| Participation rate | 67.6% | 73.3%-5.8pp | 79.8%-12.3pp | 69.6%-2.0pp |
| Annual return | -3.08% | -6.29%+3.2pp | 314.74%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $440 | $2,282-80.7% | $3,826-88.5% | $2,381-81.5% |
| Participant deferral / active EE | $3,933 | $3,469+13.4% | $4,672-15.8% | $3,470+13.3% |
| Admin fee / account holder | $16,652 | $5,664+194.0% | $8,547+94.8% | $4,888+240.7% |