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 | $97,175 | $81,900+18.7% | $119,609-18.8% | $68,494+41.9% |
| Participation rate | 65.8% | 71.9%-6.1pp | 79.3%-13.5pp | 67.9%-2.1pp |
| Annual return | -15.56% | -23.82%+8.3pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $685 | $2,693-74.6% | $4,232-83.8% | $2,596-73.6% |
| Participant deferral / active EE | $3,499 | $4,148-15.6% | $5,602-37.5% | $4,027-13.1% |
| Admin fee / account holder | $5,249 | $6,582-20.3% | $10,323-49.2% | $5,403-2.9% |