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 | $90,832 | $59,805+51.9% | $79,550+14.2% | $68,494+32.6% |
| Participation rate | 51.0% | 61.1%-10.0pp | 69.5%-18.5pp | 67.9%-16.9pp |
| Annual return | -13.13% | -12.30%-0.8pp | 0.16%-13.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,636 | $3,024-12.8% | $3,985-33.9% | $4,027-34.5% |
| Admin fee / account holder | $2,943 | $4,835-39.1% | $6,832-56.9% | $5,403-45.5% |