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 | $69,875 | $59,805+16.8% | $79,550-12.2% | $68,494+2.0% |
| Participation rate | 43.2% | 61.1%-17.8pp | 69.5%-26.2pp | 67.9%-24.6pp |
| Annual return | -14.40% | -12.30%-2.1pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $220 | $1,505-85.4% | $2,413-90.9% | $2,596-91.5% |
| Participant deferral / active EE | $4,738 | $3,024+56.7% | $3,985+18.9% | $4,027+17.7% |
| Admin fee / account holder | $4,168 | $4,835-13.8% | $6,832-39.0% | $5,403-22.9% |