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 | $70,770 | $59,805+18.3% | $79,550-11.0% | $68,494+3.3% |
| Participation rate | 36.5% | 61.1%-24.6pp | 69.5%-33.0pp | 67.9%-31.4pp |
| Annual return | -18.05% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,956 | $3,024-35.3% | $3,985-50.9% | $4,027-51.4% |
| Admin fee / account holder | $3,068 | $4,835-36.5% | $6,832-55.1% | $5,403-43.2% |