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 | $58,932 | $63,703-7.5% | $93,063-36.7% | $82,448-28.5% |
| Participation rate | 43.5% | 63.8%-20.4pp | 72.1%-28.6pp | 68.1%-24.6pp |
| Annual return | 15.78% | -775.43%+791.2pp | 34.15%-18.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $168 | $1,729-90.3% | $2,476-93.2% | $2,551-93.4% |
| Participant deferral / active EE | $1,079 | $2,919-63.1% | $3,958-72.8% | $4,139-73.9% |
| Admin fee / account holder | $10,606 | $5,982+77.3% | $6,033+75.8% | $7,234+46.6% |