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 | $76,524 | $82,664-7.4% | $125,339-38.9% | $68,494+11.7% |
| Participation rate | 42.3% | 75.0%-32.7pp | 82.4%-40.1pp | 67.9%-25.6pp |
| Annual return | -17.67% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $24 | $3,381-99.3% | $4,814-99.5% | $2,596-99.1% |
| Participant deferral / active EE | $6,888 | $6,110+12.7% | $7,446-7.5% | $4,027+71.0% |
| Admin fee / account holder | $5,421 | $6,275-13.6% | $10,010-45.8% | $5,403+0.3% |