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 | $82,063 | $90,519-9.3% | $93,789-12.5% | $134,475-39.0% |
| Participation rate | 55.6% | 82.0%-26.4pp | 81.0%-25.4pp | 81.2%-25.7pp |
| Annual return | -14.89% | -15.72%+0.8pp | -11.33%-3.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,163 | $4,343-73.2% | $4,323-73.1% | $4,740-75.5% |
| Participant deferral / active EE | $4,370 | $5,978-26.9% | $6,094-28.3% | $6,400-31.7% |
| Admin fee / account holder | $875 | $9,252-90.5% | $7,195-87.8% | $11,426-92.3% |