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 | $87,638 | $81,900+7.0% | $119,609-26.7% | $68,494+27.9% |
| Participation rate | 55.4% | 71.9%-16.5pp | 79.3%-23.9pp | 67.9%-12.5pp |
| Annual return | -17.82% | -23.82%+6.0pp | -14.97%-2.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,537 | $4,148+9.4% | $5,602-19.0% | $4,027+12.6% |
| Admin fee / account holder | $5,859 | $6,582-11.0% | $10,323-43.2% | $5,403+8.4% |