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 | $51,497 | $59,805-13.9% | $79,550-35.3% | $68,494-24.8% |
| Participation rate | 60.9% | 61.1%-0.2pp | 69.5%-8.6pp | 67.9%-7.0pp |
| Annual return | -11.67% | -12.30%+0.6pp | 0.16%-11.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,108 | $3,024+35.8% | $3,985+3.1% | $4,027+2.0% |
| Admin fee / account holder | $14,415 | $4,835+198.2% | $6,832+111.0% | $5,403+166.8% |