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 | $98,655 | $50,958+93.6% | $74,550+32.3% | $64,186+53.7% |
| Participation rate | 28.8% | 61.1%-32.3pp | 69.1%-40.4pp | 69.6%-40.8pp |
| Annual return | -6.41% | -1.86%-4.6pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,021 | $2,301-55.6% | $3,108-67.2% | $3,470-70.6% |
| Admin fee / account holder | $4,517 | $4,223+7.0% | $5,060-10.7% | $4,888-7.6% |