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 | $56,290 | $53,596+5.0% | $90,645-37.9% | $64,186-12.3% |
| Participation rate | 62.7% | 64.5%-1.8pp | 74.0%-11.3pp | 69.6%-6.8pp |
| Annual return | -6.88% | 4.41%-11.3pp | 1.88%-8.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $104 | $1,503-93.1% | $2,532-95.9% | $2,381-95.6% |
| Participant deferral / active EE | $3,088 | $2,459+25.6% | $3,425-9.8% | $3,470-11.0% |
| Admin fee / account holder | $4,676 | $3,868+20.9% | $4,994-6.4% | $4,888-4.3% |