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 | $72,049 | $59,805+20.5% | $79,550-9.4% | $68,494+5.2% |
| Participation rate | 43.1% | 61.1%-17.9pp | 69.5%-26.3pp | 67.9%-24.8pp |
| Annual return | -19.02% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,887 | $3,024-37.6% | $3,985-52.6% | $4,027-53.1% |
| Admin fee / account holder | $2,428 | $4,835-49.8% | $6,832-64.5% | $5,403-55.1% |