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 | $70,975 | $83,427-14.9% | $115,756-38.7% | $68,494+3.6% |
| Participation rate | 69.8% | 71.9%-2.1pp | 77.1%-7.3pp | 67.9%+1.9pp |
| Annual return | -16.28% | -10.95%-5.3pp | 143.14%-159.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $297 | $3,075-90.3% | $3,793-92.2% | $2,596-88.5% |
| Participant deferral / active EE | $6,181 | $5,355+15.4% | $6,254-1.2% | $4,027+53.5% |
| Admin fee / account holder | $3,180 | $5,708-44.3% | $8,124-60.9% | $5,403-41.1% |