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 | $80,519 | $57,354+40.4% | $83,848-4.0% | $64,186+25.4% |
| Participation rate | 53.8% | 68.6%-14.8pp | 76.1%-22.3pp | 69.6%-15.7pp |
| Annual return | -6.81% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $484 | $2,545-81.0% | $3,631-86.7% | $2,381-79.7% |
| Participant deferral / active EE | $2,574 | $2,993-14.0% | $4,082-36.9% | $3,470-25.8% |
| Admin fee / account holder | $5,318 | $4,046+31.4% | $5,478-2.9% | $4,888+8.8% |