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 | $98,850 | $59,805+65.3% | $79,550+24.3% | $68,494+44.3% |
| Participation rate | 58.0% | 61.1%-3.1pp | 69.5%-11.5pp | 67.9%-9.9pp |
| Annual return | -15.51% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,118 | $3,024+3.1% | $3,985-21.8% | $4,027-22.6% |
| Admin fee / account holder | $2,705 | $4,835-44.0% | $6,832-60.4% | $5,403-49.9% |