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 | $20,715 | $59,805-65.4% | $79,550-74.0% | $68,494-69.8% |
| Participation rate | 68.5% | 61.1%+7.5pp | 69.5%-1.0pp | 67.9%+0.6pp |
| Annual return | -11.37% | -12.30%+0.9pp | 0.16%-11.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $190 | $1,505-87.4% | $2,413-92.1% | $2,596-92.7% |
| Participant deferral / active EE | $1,970 | $3,024-34.9% | $3,985-50.6% | $4,027-51.1% |
| Admin fee / account holder | $6,271 | $4,835+29.7% | $6,832-8.2% | $5,403+16.1% |