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 | $87,275 | $56,357+54.9% | $104,294-16.3% | $68,494+27.4% |
| Participation rate | 31.4% | 63.3%-31.9pp | 73.3%-41.9pp | 67.9%-36.5pp |
| Annual return | -15.32% | -9.19%-6.1pp | 24.61%-39.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $496 | $1,960-74.7% | $3,372-85.3% | $2,596-80.9% |
| Participant deferral / active EE | $1,211 | $3,077-60.6% | $4,625-73.8% | $4,027-69.9% |
| Admin fee / account holder | $459 | $4,903-90.6% | $7,339-93.7% | $5,403-91.5% |