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 | $65,097 | $49,177+32.4% | $79,464-18.1% | $64,186+1.4% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 69.6%-29.6pp |
| Annual return | -7.95% | -1.16%-6.8pp | 718.14%-726.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,610 | $2,821-42.9% | $3,704-56.5% | $3,470-53.6% |
| Admin fee / account holder | $727 | $3,839-81.1% | $5,113-85.8% | $4,888-85.1% |