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 | $60,152 | $50,958+18.0% | $74,550-19.3% | $64,186-6.3% |
| Participation rate | 58.3% | 61.1%-2.7pp | 69.1%-10.8pp | 69.6%-11.2pp |
| Annual return | -4.04% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,634 | $2,301+14.4% | $3,108-15.3% | $3,470-24.1% |
| Admin fee / account holder | $8,379 | $4,223+98.4% | $5,060+65.6% | $4,888+71.4% |