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 | $92,445 | $64,707+42.9% | $112,228-17.6% | $68,494+35.0% |
| Participation rate | 68.0% | 67.2%+0.8pp | 75.1%-7.1pp | 67.9%+0.1pp |
| Annual return | -8.70% | -11.40%+2.7pp | 27.45%-36.2pp | -7.84%-0.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,621 | $3,565+1.6% | $4,728-23.4% | $4,027-10.1% |
| Admin fee / account holder | $1,690 | $5,232-67.7% | $6,410-73.6% | $5,403-68.7% |