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 | $73,038 | $64,707+12.9% | $112,228-34.9% | $68,494+6.6% |
| Participation rate | 63.8% | 67.2%-3.3pp | 75.1%-11.2pp | 67.9%-4.1pp |
| Annual return | -16.97% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $551 | $2,746-79.9% | $3,635-84.8% | $2,596-78.8% |
| Participant deferral / active EE | $2,031 | $3,565-43.0% | $4,728-57.0% | $4,027-49.6% |
| Admin fee / account holder | $7,792 | $5,232+48.9% | $6,410+21.6% | $5,403+44.2% |