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 | $65,851 | $64,119+2.7% | $112,228-41.3% | $66,914-1.6% |
| Participation rate | 36.5% | 68.5%-31.9pp | 75.1%-38.5pp | 69.8%-33.3pp |
| Annual return | -16.81% | -13.81%-3.0pp | 27.45%-44.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $308 | $3,005-89.8% | $3,635-91.5% | $2,544-87.9% |
| Participant deferral / active EE | $2,360 | $3,693-36.1% | $4,728-50.1% | $4,237-44.3% |
| Admin fee / account holder | $1,134 | $625+81.3% | $6,410-82.3% | $593+91.1% |