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 | $59,020 | $25,979+127.2% | $71,735-17.7% | $68,494-13.8% |
| Participation rate | 62.5% | 54.5%+8.0pp | 62.3%+0.2pp | 67.9%-5.4pp |
| Annual return | -16.72% | -15.10%-1.6pp | 9.14%-25.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $196 | $1,522-87.1% | $2,658-92.6% | $4,027-95.1% |
| Admin fee / account holder | $6,505 | $2,022+221.8% | $3,974+63.7% | $5,403+20.4% |