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 | $75,532 | $59,805+26.3% | $79,550-5.1% | $68,494+10.3% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -11.17% | -12.30%+1.1pp | 0.16%-11.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $311 | $1,505-79.3% | $2,413-87.1% | $2,596-88.0% |
| Participant deferral / active EE | $1,487 | $3,024-50.8% | $3,985-62.7% | $4,027-63.1% |
| Admin fee / account holder | $2,998 | $4,835-38.0% | $6,832-56.1% | $5,403-44.5% |