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 9-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 | $63,973 | $49,280+29.8% | $67,313-5.0% | $64,186-0.3% |
| Participation rate | 58.5% | 60.8%-2.3pp | 69.1%-10.6pp | 69.6%-11.1pp |
| Annual return | -6.47% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,647 | $2,484+6.6% | $3,568-25.8% | $3,470-23.7% |
| Admin fee / account holder | $3,772 | $3,863-2.3% | $4,507-16.3% | $4,888-22.8% |