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 | $98,664 | $64,707+52.5% | $112,228-12.1% | $68,494+44.0% |
| Participation rate | 34.1% | 67.2%-33.0pp | 75.1%-40.9pp | 67.9%-33.8pp |
| Annual return | -15.25% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $214 | $2,746-92.2% | $3,635-94.1% | $2,596-91.7% |
| Participant deferral / active EE | $2,164 | $3,565-39.3% | $4,728-54.2% | $4,027-46.3% |
| Admin fee / account holder | $1,757 | $5,232-66.4% | $6,410-72.6% | $5,403-67.5% |