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 | $52,701 | $48,265+9.2% | $68,791-23.4% | $68,494-23.1% |
| Participation rate | 35.2% | 60.7%-25.5pp | 69.0%-33.8pp | 67.9%-32.7pp |
| Annual return | -17.24% | -12.71%-4.5pp | -6.38%-10.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $237 | $1,829-87.1% | $2,655-91.1% | $2,596-90.9% |
| Participant deferral / active EE | $1,297 | $2,867-54.8% | $3,941-67.1% | $4,027-67.8% |
| Admin fee / account holder | $2,041 | $4,355-53.1% | $4,932-58.6% | $5,403-62.2% |