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 | $43,217 | $49,177-12.1% | $79,464-45.6% | $64,186-32.7% |
| Participation rate | 62.1% | 65.0%-3.0pp | 73.3%-11.3pp | 69.6%-7.5pp |
| Annual return | -3.16% | -1.16%-2.0pp | 718.14%-721.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $141 | $2,076-93.2% | $2,800-95.0% | $2,381-94.1% |
| Participant deferral / active EE | $5,013 | $2,821+77.7% | $3,704+35.4% | $3,470+44.5% |
| Admin fee / account holder | $1,406 | $3,839-63.4% | $5,113-72.5% | $4,888-71.2% |