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 | $81,454 | $72,607+12.2% | $90,749-10.2% | $66,914+21.7% |
| Participation rate | 39.6% | 73.7%-34.1pp | 75.7%-36.1pp | 69.8%-30.2pp |
| Annual return | -14.81% | -12.28%-2.5pp | -12.16%-2.6pp | 1.58%-16.4pp |
| Employer contribution / active EE | $384 | $2,369-83.8% | $2,921-86.9% | $2,544-84.9% |
| Participant deferral / active EE | $2,675 | $3,977-32.7% | $4,564-41.4% | $4,237-36.9% |
| Admin fee / account holder | $4,198 | $707+493.6% | $8,445-50.3% | $593+607.7% |