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 | $113,265 | $105,860+7.0% | $90,749+24.8% | $134,475-15.8% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -15.50% | -11.01%-4.5pp | -12.16%-3.3pp | 417.96%-433.5pp |
| Employer contribution / active EE | $566 | $3,462-83.7% | $2,921-80.6% | $4,740-88.1% |
| Participant deferral / active EE | $2,678 | $5,216-48.7% | $4,564-41.3% | $6,400-58.2% |
| Admin fee / account holder | $2,005 | $13,938-85.6% | $8,445-76.3% | $11,426-82.5% |