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 | $45,798 | $42,894+6.8% | $60,874-24.8% | $68,494-33.1% |
| Participation rate | 62.0% | 66.8%-4.8pp | 73.1%-11.1pp | 67.9%-5.9pp |
| Annual return | -11.96% | -13.98%+2.0pp | 16.90%-28.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $202 | $1,978-89.8% | $2,701-92.5% | $2,596-92.2% |
| Participant deferral / active EE | $3,782 | $2,867+31.9% | $3,817-0.9% | $4,027-6.1% |
| Admin fee / account holder | $5,112 | $3,101+64.9% | $3,224+58.6% | $5,403-5.4% |