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 7-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 | $52,276 | $45,863+14.0% | $77,024-32.1% | $68,494-23.7% |
| Participation rate | 60.5% | 55.9%+4.6pp | 67.9%-7.4pp | 67.9%-7.4pp |
| Annual return | -18.02% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $48 | $1,650-97.1% | $2,812-98.3% | $2,596-98.2% |
| Participant deferral / active EE | $5,459 | $2,962+84.3% | $4,426+23.3% | $4,027+35.5% |
| Admin fee / account holder | $1,811 | $3,041-40.4% | $5,425-66.6% | $5,403-66.5% |