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 | $37,737 | $82,664-54.3% | $125,339-69.9% | $68,494-44.9% |
| Participation rate | 68.0% | 75.0%-7.0pp | 82.4%-14.4pp | 67.9%+0.1pp |
| Annual return | -19.02% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $483 | $3,381-85.7% | $4,814-90.0% | $2,596-81.4% |
| Participant deferral / active EE | $4,398 | $6,110-28.0% | $7,446-40.9% | $4,027+9.2% |
| Admin fee / account holder | $654 | $6,275-89.6% | $10,010-93.5% | $5,403-87.9% |