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 | $96,512 | $81,900+17.8% | $119,609-19.3% | $68,494+40.9% |
| Participation rate | 53.8% | 71.9%-18.0pp | 79.3%-25.4pp | 67.9%-14.0pp |
| Annual return | -13.15% | -23.82%+10.7pp | -14.97%+1.8pp | -7.84%-5.3pp |
| Employer contribution / active EE | $482 | $2,693-82.1% | $4,232-88.6% | $2,596-81.5% |
| Participant deferral / active EE | $2,020 | $4,148-51.3% | $5,602-63.9% | $4,027-49.8% |
| Admin fee / account holder | $739 | $6,582-88.8% | $10,323-92.8% | $5,403-86.3% |