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 | $66,831 | $76,912-13.1% | $129,110-48.2% | $68,494-2.4% |
| Participation rate | 66.7% | 69.1%-2.5pp | 77.3%-10.6pp | 67.9%-1.2pp |
| Annual return | -16.03% | -9.78%-6.2pp | -10.94%-5.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $99 | $3,243-96.9% | $5,052-98.0% | $2,596-96.2% |
| Participant deferral / active EE | $1,951 | $4,732-58.8% | $6,542-70.2% | $4,027-51.5% |
| Admin fee / account holder | $7,435 | $6,638+12.0% | $14,302-48.0% | $5,403+37.6% |