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 | $64,063 | $73,004-12.2% | $90,749-29.4% | $68,494-6.5% |
| Participation rate | 67.2% | 70.8%-3.6pp | 75.7%-8.5pp | 67.9%-0.7pp |
| Annual return | -11.96% | -13.81%+1.8pp | -12.16%+0.2pp | -7.84%-4.1pp |
| Employer contribution / active EE | $391 | $2,193-82.2% | $2,921-86.6% | $2,596-85.0% |
| Participant deferral / active EE | $3,442 | $3,627-5.1% | $4,564-24.6% | $4,027-14.5% |
| Admin fee / account holder | $6,541 | $5,896+10.9% | $8,445-22.5% | $5,403+21.1% |