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 | $65,515 | $62,586+4.7% | $76,768-14.7% | $64,186+2.1% |
| Participation rate | 65.5% | 72.8%-7.3pp | 77.0%-11.4pp | 69.6%-4.1pp |
| Annual return | -5.59% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,984 | $3,145+249.3% | $3,852+185.2% | $3,470+216.6% |
| Admin fee / account holder | $2,509 | $4,667-46.2% | $6,675-62.4% | $4,888-48.7% |