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 | $78,383 | $73,867+6.1% | $143,757-45.5% | $68,494+14.4% |
| Participation rate | 65.5% | 66.7%-1.2pp | 80.3%-14.9pp | 67.9%-2.4pp |
| Annual return | -15.24% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $8 | $3,184-99.8% | $4,951-99.8% | $2,596-99.7% |
| Participant deferral / active EE | $3,998 | $3,384+18.1% | $5,637-29.1% | $4,027-0.7% |
| Admin fee / account holder | $7,666 | $5,755+33.2% | $14,673-47.8% | $5,403+41.9% |