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 | $58,278 | $56,484+3.2% | $169,463-65.6% | $64,186-9.2% |
| Participation rate | 67.1% | 64.5%+2.6pp | 77.8%-10.6pp | 69.6%-2.4pp |
| Annual return | -2.83% | -1.55%-1.3pp | 1.83%-4.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $295 | $1,832-83.9% | $4,159-92.9% | $2,381-87.6% |
| Participant deferral / active EE | $3,028 | $3,448-12.2% | $5,277-42.6% | $3,470-12.7% |
| Admin fee / account holder | $15,648 | $4,174+274.9% | $9,109+71.8% | $4,888+220.1% |