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 9-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 | $67,029 | $61,660+8.7% | $80,019-16.2% | $64,186+4.4% |
| Participation rate | 59.1% | 71.7%-12.6pp | 75.8%-16.7pp | 69.6%-10.4pp |
| Annual return | -4.63% | -0.33%-4.3pp | 11.22%-15.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $150 | $1,810-91.7% | $2,468-93.9% | $2,381-93.7% |
| Participant deferral / active EE | $2,286 | $2,968-23.0% | $3,686-38.0% | $3,470-34.1% |
| Admin fee / account holder | $6,285 | $5,417+16.0% | $6,521-3.6% | $4,888+28.6% |