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 | $61,570 | $59,805+3.0% | $79,550-22.6% | $68,494-10.1% |
| Participation rate | 30.4% | 61.1%-30.6pp | 69.5%-39.1pp | 67.9%-37.5pp |
| Annual return | -15.47% | -12.30%-3.2pp | 0.16%-15.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $254 | $1,505-83.1% | $2,413-89.5% | $2,596-90.2% |
| Participant deferral / active EE | $1,465 | $3,024-51.6% | $3,985-63.2% | $4,027-63.6% |
| Admin fee / account holder | $3,856 | $4,835-20.2% | $6,832-43.6% | $5,403-28.6% |