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 | $62,113 | $73,004-14.9% | $90,749-31.6% | $68,494-9.3% |
| Participation rate | 56.4% | 70.8%-14.4pp | 75.7%-19.3pp | 67.9%-11.5pp |
| Annual return | -11.35% | -13.81%+2.5pp | -12.16%+0.8pp | -7.84%-3.5pp |
| Employer contribution / active EE | $326 | $2,193-85.1% | $2,921-88.8% | $2,596-87.4% |
| Participant deferral / active EE | $1,835 | $3,627-49.4% | $4,564-59.8% | $4,027-54.4% |
| Admin fee / account holder | $5,653 | $5,896-4.1% | $8,445-33.1% | $5,403+4.6% |