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 | $94,269 | $64,707+45.7% | $112,228-16.0% | $68,494+37.6% |
| Participation rate | 61.3% | 67.2%-5.9pp | 75.1%-13.8pp | 67.9%-6.6pp |
| Annual return | -15.57% | -11.40%-4.2pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $5 | $2,746-99.8% | $3,635-99.9% | $2,596-99.8% |
| Participant deferral / active EE | $3,264 | $3,565-8.4% | $4,728-31.0% | $4,027-19.0% |
| Admin fee / account holder | $13,333 | $5,232+154.8% | $6,410+108.0% | $5,403+146.8% |