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 | $94,526 | $81,900+15.4% | $119,609-21.0% | $68,494+38.0% |
| Participation rate | 12.5% | 71.9%-59.4pp | 79.3%-66.8pp | 67.9%-55.4pp |
| Annual return | -13.02% | -23.82%+10.8pp | -14.97%+1.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $418 | $2,693-84.5% | $4,232-90.1% | $2,596-83.9% |
| Participant deferral / active EE | $2,067 | $4,148-50.2% | $5,602-63.1% | $4,027-48.7% |
| Admin fee / account holder | $2,877 | $6,582-56.3% | $10,323-72.1% | $5,403-46.7% |