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 7-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 | $77,549 | $59,805+29.7% | $79,550-2.5% | $68,494+13.2% |
| Participation rate | 48.8% | 61.1%-12.3pp | 69.5%-20.7pp | 67.9%-19.1pp |
| Annual return | -16.38% | -12.30%-4.1pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $219 | $1,505-85.5% | $2,413-90.9% | $2,596-91.6% |
| Participant deferral / active EE | $2,155 | $3,024-28.7% | $3,985-45.9% | $4,027-46.5% |
| Admin fee / account holder | $1,425 | $4,835-70.5% | $6,832-79.1% | $5,403-73.6% |