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 | $87,192 | $76,912+13.4% | $129,110-32.5% | $68,494+27.3% |
| Participation rate | 24.1% | 69.1%-45.0pp | 77.3%-53.1pp | 67.9%-43.8pp |
| Annual return | -16.67% | -9.78%-6.9pp | -10.94%-5.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $390 | $3,243-88.0% | $5,052-92.3% | $2,596-85.0% |
| Participant deferral / active EE | $2,229 | $4,732-52.9% | $6,542-65.9% | $4,027-44.6% |
| Admin fee / account holder | $10,412 | $6,638+56.9% | $14,302-27.2% | $5,403+92.7% |