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 | $31,131 | $48,265-35.5% | $68,791-54.7% | $68,494-54.5% |
| Participation rate | 64.7% | 60.7%+4.0pp | 69.0%-4.3pp | 67.9%-3.2pp |
| Annual return | -17.94% | -12.71%-5.2pp | -6.38%-11.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $212 | $1,829-88.4% | $2,655-92.0% | $2,596-91.9% |
| Participant deferral / active EE | $1,381 | $2,867-51.8% | $3,941-65.0% | $4,027-65.7% |
| Admin fee / account holder | $5,148 | $4,355+18.2% | $4,932+4.4% | $5,403-4.7% |