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 | $81,077 | $81,900-1.0% | $119,609-32.2% | $68,494+18.4% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -14.71% | -23.82%+9.1pp | -14.97%+0.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $522 | $2,693-80.6% | $4,232-87.7% | $2,596-79.9% |
| Participant deferral / active EE | $3,656 | $4,148-11.9% | $5,602-34.7% | $4,027-9.2% |
| Admin fee / account holder | $6,495 | $6,582-1.3% | $10,323-37.1% | $5,403+20.2% |