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 | $59,771 | $57,354+4.2% | $83,848-28.7% | $64,186-6.9% |
| Participation rate | 66.2% | 68.6%-2.5pp | 76.1%-10.0pp | 69.6%-3.4pp |
| Annual return | -5.20% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $510 | $2,545-80.0% | $3,631-86.0% | $2,381-78.6% |
| Participant deferral / active EE | $3,009 | $2,993+0.5% | $4,082-26.3% | $3,470-13.3% |
| Admin fee / account holder | $3,646 | $4,046-9.9% | $5,478-33.5% | $4,888-25.4% |