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 | $82,020 | $81,900+0.1% | $119,609-31.4% | $68,494+19.7% |
| Participation rate | 61.6% | 71.9%-10.2pp | 79.3%-17.6pp | 67.9%-6.2pp |
| Annual return | -15.83% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $437 | $2,693-83.8% | $4,232-89.7% | $2,596-83.2% |
| Participant deferral / active EE | $2,472 | $4,148-40.4% | $5,602-55.9% | $4,027-38.6% |
| Admin fee / account holder | $11,704 | $6,582+77.8% | $10,323+13.4% | $5,403+116.6% |