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 | $80,169 | $64,119+25.0% | $112,228-28.6% | $66,914+19.8% |
| Participation rate | 27.0% | 68.5%-41.4pp | 75.1%-48.0pp | 69.8%-42.8pp |
| Annual return | -16.70% | -13.81%-2.9pp | 27.45%-44.2pp | 1.58%-18.3pp |
| Employer contribution / active EE | $667 | $3,005-77.8% | $3,635-81.6% | $2,544-73.8% |
| Participant deferral / active EE | $2,219 | $3,693-39.9% | $4,728-53.1% | $4,237-47.6% |
| Admin fee / account holder | $777 | $625+24.3% | $6,410-87.9% | $593+31.0% |