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 | $33,694 | $64,707-47.9% | $112,228-70.0% | $68,494-50.8% |
| Participation rate | 68.4% | 67.2%+1.3pp | 75.1%-6.6pp | 67.9%+0.5pp |
| Annual return | -14.87% | -11.40%-3.5pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $330 | $2,746-88.0% | $3,635-90.9% | $2,596-87.3% |
| Participant deferral / active EE | $3,113 | $3,565-12.7% | $4,728-34.2% | $4,027-22.7% |
| Admin fee / account holder | $8,255 | $5,232+57.8% | $6,410+28.8% | $5,403+52.8% |