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 | $72,131 | $59,805+20.6% | $79,550-9.3% | $68,494+5.3% |
| Participation rate | 56.4% | 61.1%-4.7pp | 69.5%-13.1pp | 67.9%-11.5pp |
| Annual return | -16.49% | -12.30%-4.2pp | 0.16%-16.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $273 | $1,505-81.8% | $2,413-88.7% | $2,596-89.5% |
| Participant deferral / active EE | $2,627 | $3,024-13.2% | $3,985-34.1% | $4,027-34.8% |
| Admin fee / account holder | $3,766 | $4,835-22.1% | $6,832-44.9% | $5,403-30.3% |