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 | $79,094 | $73,004+8.3% | $90,749-12.8% | $68,494+15.5% |
| Participation rate | 57.9% | 70.8%-12.9pp | 75.7%-17.8pp | 67.9%-10.0pp |
| Annual return | -17.82% | -13.81%-4.0pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $333 | $2,193-84.8% | $2,921-88.6% | $2,596-87.2% |
| Participant deferral / active EE | $2,376 | $3,627-34.5% | $4,564-47.9% | $4,027-41.0% |
| Admin fee / account holder | $12,504 | $5,896+112.1% | $8,445+48.1% | $5,403+131.4% |