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 | $72,950 | $50,199+45.3% | $70,092+4.1% | $66,914+9.0% |
| Participation rate | 57.8% | 66.3%-8.5pp | 70.5%-12.6pp | 69.8%-12.0pp |
| Annual return | -17.05% | -13.85%-3.2pp | 190.73%-207.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $371 | $1,864-80.1% | $2,559-85.5% | $2,544-85.4% |
| Participant deferral / active EE | $2,282 | $3,112-26.7% | $3,849-40.7% | $4,237-46.1% |
| Admin fee / account holder | $3,536 | $600+489.6% | $6,267-43.6% | $593+496.1% |