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 | $59,876 | $57,354+4.4% | $83,848-28.6% | $64,186-6.7% |
| Participation rate | 69.8% | 68.6%+1.2pp | 76.1%-6.4pp | 69.6%+0.2pp |
| Annual return | -5.96% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $484 | $2,545-81.0% | $3,631-86.7% | $2,381-79.7% |
| Participant deferral / active EE | $3,019 | $2,993+0.9% | $4,082-26.0% | $3,470-13.0% |
| Admin fee / account holder | $2,193 | $4,046-45.8% | $5,478-60.0% | $4,888-55.1% |