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 | $87,071 | $81,900+6.3% | $119,609-27.2% | $68,494+27.1% |
| Participation rate | 52.8% | 71.9%-19.1pp | 79.3%-26.5pp | 67.9%-15.1pp |
| Annual return | -10.59% | -23.82%+13.2pp | -14.97%+4.4pp | -7.84%-2.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,006 | $4,148-51.6% | $5,602-64.2% | $4,027-50.2% |
| Admin fee / account holder | $902 | $6,582-86.3% | $10,323-91.3% | $5,403-83.3% |