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 | $68,316 | $64,707+5.6% | $112,228-39.1% | $68,494-0.3% |
| Participation rate | 25.7% | 67.2%-41.4pp | 75.1%-49.3pp | 67.9%-42.2pp |
| Annual return | -15.50% | -11.40%-4.1pp | 27.45%-42.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $646 | $2,746-76.5% | $3,635-82.2% | $2,596-75.1% |
| Participant deferral / active EE | $2,771 | $3,565-22.3% | $4,728-41.4% | $4,027-31.2% |
| Admin fee / account holder | $438 | $5,232-91.6% | $6,410-93.2% | $5,403-91.9% |