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 | $82,723 | $73,867+12.0% | $143,757-42.5% | $68,494+20.8% |
| Participation rate | 64.4% | 66.7%-2.2pp | 80.3%-15.9pp | 67.9%-3.4pp |
| Annual return | -17.90% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $386 | $3,184-87.9% | $4,951-92.2% | $2,596-85.1% |
| Participant deferral / active EE | $7,715 | $3,384+128.0% | $5,637+36.9% | $4,027+91.6% |
| Admin fee / account holder | $4,034 | $5,755-29.9% | $14,673-72.5% | $5,403-25.3% |