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 | $92,398 | $56,357+64.0% | $104,294-11.4% | $68,494+34.9% |
| Participation rate | 58.8% | 63.3%-4.4pp | 73.3%-14.4pp | 67.9%-9.1pp |
| Annual return | -12.48% | -9.19%-3.3pp | 24.61%-37.1pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,488 | $3,077-19.1% | $4,625-46.2% | $4,027-38.2% |
| Admin fee / account holder | $11,171 | $4,903+127.9% | $7,339+52.2% | $5,403+106.8% |