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 | $69,288 | $73,867-6.2% | $143,757-51.8% | $68,494+1.2% |
| Participation rate | 43.3% | 66.7%-23.4pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -16.30% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $304 | $3,184-90.4% | $4,951-93.9% | $2,596-88.3% |
| Participant deferral / active EE | $4,409 | $3,384+30.3% | $5,637-21.8% | $4,027+9.5% |
| Admin fee / account holder | $666 | $5,755-88.4% | $14,673-95.5% | $5,403-87.7% |