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 | $88,270 | $72,404+21.9% | $110,238-19.9% | $64,186+37.5% |
| Participation rate | 48.3% | 73.3%-25.1pp | 79.8%-31.5pp | 69.6%-21.3pp |
| Annual return | -6.82% | -6.29%-0.5pp | 314.74%-321.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $449 | $2,282-80.3% | $3,826-88.3% | $2,381-81.2% |
| Participant deferral / active EE | $2,646 | $3,469-23.7% | $4,672-43.4% | $3,470-23.7% |
| Admin fee / account holder | $9,256 | $5,664+63.4% | $8,547+8.3% | $4,888+89.4% |