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 | $73,406 | $82,664-11.2% | $125,339-41.4% | $68,494+7.2% |
| Participation rate | 27.7% | 75.0%-47.4pp | 82.4%-54.7pp | 67.9%-40.2pp |
| Annual return | -13.68% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $178 | $3,381-94.7% | $4,814-96.3% | $2,596-93.1% |
| Participant deferral / active EE | $2,594 | $6,110-57.5% | $7,446-65.2% | $4,027-35.6% |
| Admin fee / account holder | $1,894 | $6,275-69.8% | $10,010-81.1% | $5,403-64.9% |