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 | $87,317 | $73,004+19.6% | $90,749-3.8% | $68,494+27.5% |
| Participation rate | 59.2% | 70.8%-11.6pp | 75.7%-16.5pp | 67.9%-8.7pp |
| Annual return | -15.56% | -13.81%-1.8pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $434 | $2,193-80.2% | $2,921-85.1% | $2,596-83.3% |
| Participant deferral / active EE | $2,252 | $3,627-37.9% | $4,564-50.7% | $4,027-44.1% |
| Admin fee / account holder | $6,318 | $5,896+7.2% | $8,445-25.2% | $5,403+16.9% |