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 | $54,647 | $57,354-4.7% | $83,848-34.8% | $64,186-14.9% |
| Participation rate | 68.9% | 68.6%+0.3pp | 76.1%-7.3pp | 69.6%-0.7pp |
| Annual return | -4.98% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $444 | $2,545-82.5% | $3,631-87.8% | $2,381-81.3% |
| Participant deferral / active EE | $1,785 | $2,993-40.4% | $4,082-56.3% | $3,470-48.5% |
| Admin fee / account holder | $726 | $4,046-82.1% | $5,478-86.8% | $4,888-85.2% |