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 | $83,981 | $71,883+16.8% | $86,677-3.1% | $68,494+22.6% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -16.94% | 3.52%-20.5pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,679 | $3,779+50.3% | $4,656+22.0% | $4,027+41.0% |
| Admin fee / account holder | $597 | $6,112-90.2% | $7,493-92.0% | $5,403-88.9% |