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 | $116,453 | $81,900+42.2% | $119,609-2.6% | $68,494+70.0% |
| Participation rate | 64.7% | 71.9%-7.2pp | 79.3%-14.6pp | 67.9%-3.2pp |
| Annual return | -15.99% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $434 | $2,693-83.9% | $4,232-89.7% | $2,596-83.3% |
| Participant deferral / active EE | $5,110 | $4,148+23.2% | $5,602-8.8% | $4,027+26.9% |
| Admin fee / account holder | $3,116 | $6,582-52.7% | $10,323-69.8% | $5,403-42.3% |