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 | $82,428 | $82,664-0.3% | $125,339-34.2% | $68,494+20.3% |
| Participation rate | 69.7% | 75.0%-5.3pp | 82.4%-12.7pp | 67.9%+1.8pp |
| Annual return | 3.60% | -5.97%+9.6pp | 572.05%-568.5pp | -7.84%+11.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,119 | $6,110+49.2% | $7,446+22.5% | $4,027+126.4% |
| Admin fee / account holder | $1,287 | $6,275-79.5% | $10,010-87.1% | $5,403-76.2% |