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 | $67,230 | $53,162+26.5% | $91,220-26.3% | $68,494-1.8% |
| Participation rate | 37.7% | 63.2%-25.5pp | 73.2%-35.5pp | 67.9%-30.2pp |
| Annual return | -17.20% | -3.14%-14.1pp | 114.01%-131.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $189 | $1,709-89.0% | $2,850-93.4% | $2,596-92.7% |
| Participant deferral / active EE | $2,500 | $2,974-15.9% | $4,234-40.9% | $4,027-37.9% |
| Admin fee / account holder | $17,105 | $4,493+280.7% | $5,420+215.6% | $5,403+216.6% |