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 | $58,458 | $64,707-9.7% | $112,228-47.9% | $68,494-14.7% |
| Participation rate | 68.8% | 67.2%+1.6pp | 75.1%-6.3pp | 67.9%+0.9pp |
| Annual return | -15.03% | -11.40%-3.6pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $500 | $2,746-81.8% | $3,635-86.2% | $2,596-80.7% |
| Participant deferral / active EE | $4,067 | $3,565+14.1% | $4,728-14.0% | $4,027+1.0% |
| Admin fee / account holder | $9,035 | $5,232+72.7% | $6,410+40.9% | $5,403+67.2% |