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 | $108,191 | $110,094-1.7% | $151,611-28.6% | $68,494+58.0% |
| Participation rate | 66.2% | 84.0%-17.8pp | 87.5%-21.3pp | 67.9%-1.7pp |
| Annual return | -10.68% | -10.12%-0.6pp | 3.33%-14.0pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,157 | $4,471-74.1% | $6,166-81.2% | $2,596-55.4% |
| Participant deferral / active EE | $3,616 | $6,527-44.6% | $8,363-56.8% | $4,027-10.2% |
| Admin fee / account holder | $6,021 | $7,719-22.0% | $11,616-48.2% | $5,403+11.4% |