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 | $70,542 | $81,900-13.9% | $119,609-41.0% | $68,494+3.0% |
| Participation rate | 58.1% | 71.9%-13.8pp | 79.3%-21.2pp | 67.9%-9.8pp |
| Annual return | -18.49% | -23.82%+5.3pp | -14.97%-3.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,732 | $4,148-34.1% | $5,602-51.2% | $4,027-32.2% |
| Admin fee / account holder | $810 | $6,582-87.7% | $10,323-92.2% | $5,403-85.0% |