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 | $65,988 | $50,958+29.5% | $74,550-11.5% | $64,186+2.8% |
| Participation rate | 43.3% | 61.1%-17.7pp | 69.1%-25.8pp | 69.6%-26.2pp |
| Annual return | -4.61% | -1.86%-2.8pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $195 | $1,115-82.5% | $1,961-90.1% | $2,381-91.8% |
| Participant deferral / active EE | $1,477 | $2,301-35.8% | $3,108-52.5% | $3,470-57.4% |
| Admin fee / account holder | $2,034 | $4,223-51.8% | $5,060-59.8% | $4,888-58.4% |