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 | $21,721 | $59,805-63.7% | $79,550-72.7% | $68,494-68.3% |
| Participation rate | 65.3% | 61.1%+4.2pp | 69.5%-4.2pp | 67.9%-2.6pp |
| Annual return | -11.40% | -12.30%+0.9pp | 0.16%-11.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $222 | $1,505-85.2% | $2,413-90.8% | $2,596-91.4% |
| Participant deferral / active EE | $1,635 | $3,024-45.9% | $3,985-59.0% | $4,027-59.4% |
| Admin fee / account holder | $13,841 | $4,835+186.3% | $6,832+102.6% | $5,403+156.2% |