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 | $66,172 | $45,863+44.3% | $77,024-14.1% | $68,494-3.4% |
| Participation rate | 52.5% | 55.9%-3.4pp | 67.9%-15.4pp | 67.9%-15.4pp |
| Annual return | -19.51% | 1.72%-21.2pp | 42.32%-61.8pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,367 | $2,962+47.4% | $4,426-1.3% | $4,027+8.4% |
| Admin fee / account holder | $922 | $3,041-69.7% | $5,425-83.0% | $5,403-82.9% |