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 | $39,399 | $81,900-51.9% | $119,609-67.1% | $68,494-42.5% |
| Participation rate | 63.6% | 71.9%-8.3pp | 79.3%-15.6pp | 67.9%-4.3pp |
| Annual return | -12.58% | -23.82%+11.2pp | -14.97%+2.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $530 | $2,693-80.3% | $4,232-87.5% | $2,596-79.6% |
| Participant deferral / active EE | $4,202 | $4,148+1.3% | $5,602-25.0% | $4,027+4.3% |
| Admin fee / account holder | $11,643 | $6,582+76.9% | $10,323+12.8% | $5,403+115.5% |