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 | $69,383 | $59,805+16.0% | $79,550-12.8% | $68,494+1.3% |
| Participation rate | 43.2% | 61.1%-17.8pp | 69.5%-26.2pp | 67.9%-24.6pp |
| Annual return | -13.14% | -12.30%-0.8pp | 0.16%-13.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $273 | $1,505-81.8% | $2,413-88.7% | $2,596-89.5% |
| Participant deferral / active EE | $1,750 | $3,024-42.1% | $3,985-56.1% | $4,027-56.6% |
| Admin fee / account holder | $7,936 | $4,835+64.2% | $6,832+16.2% | $5,403+46.9% |