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 | $16,848 | $42,894-60.7% | $60,874-72.3% | $68,494-75.4% |
| Participation rate | 62.1% | 66.8%-4.7pp | 73.1%-11.0pp | 67.9%-5.8pp |
| Annual return | -16.17% | -13.98%-2.2pp | 16.90%-33.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $349 | $1,978-82.4% | $2,701-87.1% | $2,596-86.6% |
| Participant deferral / active EE | $1,765 | $2,867-38.4% | $3,817-53.7% | $4,027-56.2% |
| Admin fee / account holder | $1,744 | $3,101-43.8% | $3,224-45.9% | $5,403-67.7% |