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 | $81,346 | $64,707+25.7% | $112,228-27.5% | $68,494+18.8% |
| Participation rate | 32.4% | 67.2%-34.8pp | 75.1%-42.7pp | 67.9%-35.5pp |
| Annual return | -16.59% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $405 | $2,746-85.3% | $3,635-88.9% | $2,596-84.4% |
| Participant deferral / active EE | $2,134 | $3,565-40.1% | $4,728-54.9% | $4,027-47.0% |
| Admin fee / account holder | $15,365 | $5,232+193.7% | $6,410+139.7% | $5,403+184.4% |