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 | $71,956 | $56,357+27.7% | $104,294-31.0% | $68,494+5.1% |
| Participation rate | 61.3% | 63.3%-2.0pp | 73.3%-12.0pp | 67.9%-6.6pp |
| Annual return | -12.21% | -9.19%-3.0pp | 24.61%-36.8pp | -7.84%-4.4pp |
| Employer contribution / active EE | $338 | $1,960-82.8% | $3,372-90.0% | $2,596-87.0% |
| Participant deferral / active EE | $3,594 | $3,077+16.8% | $4,625-22.3% | $4,027-10.7% |
| Admin fee / account holder | $7,405 | $4,903+51.0% | $7,339+0.9% | $5,403+37.1% |