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 | $34,156 | $59,805-42.9% | $79,550-57.1% | $68,494-50.1% |
| Participation rate | 65.7% | 61.1%+4.6pp | 69.5%-3.8pp | 67.9%-2.2pp |
| Annual return | -11.97% | -12.30%+0.3pp | 0.16%-12.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $200 | $1,505-86.7% | $2,413-91.7% | $2,596-92.3% |
| Participant deferral / active EE | $3,272 | $3,024+8.2% | $3,985-17.9% | $4,027-18.8% |
| Admin fee / account holder | $3,710 | $4,835-23.3% | $6,832-45.7% | $5,403-31.3% |