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 | $100,327 | $59,805+67.8% | $79,550+26.1% | $68,494+46.5% |
| Participation rate | 55.7% | 61.1%-5.4pp | 69.5%-13.8pp | 67.9%-12.2pp |
| Annual return | -5.84% | -12.30%+6.5pp | 0.16%-6.0pp | -7.84%+2.0pp |
| Employer contribution / active EE | $205 | $1,505-86.4% | $2,413-91.5% | $2,596-92.1% |
| Participant deferral / active EE | $4,046 | $3,024+33.8% | $3,985+1.5% | $4,027+0.5% |
| Admin fee / account holder | $2,616 | $4,835-45.9% | $6,832-61.7% | $5,403-51.6% |