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 | $139,370 | $73,004+90.9% | $90,749+53.6% | $68,494+103.5% |
| Participation rate | 44.4% | 70.8%-26.4pp | 75.7%-31.2pp | 67.9%-23.4pp |
| Annual return | -15.96% | -13.81%-2.1pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $402 | $2,193-81.7% | $2,921-86.2% | $2,596-84.5% |
| Participant deferral / active EE | $1,745 | $3,627-51.9% | $4,564-61.8% | $4,027-56.7% |
| Admin fee / account holder | $16,159 | $5,896+174.1% | $8,445+91.4% | $5,403+199.1% |