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 | $58,246 | $46,674+24.8% | $117,472-50.4% | $68,494-15.0% |
| Participation rate | 60.0% | 56.8%+3.2pp | 70.6%-10.6pp | 67.9%-7.9pp |
| Annual return | -16.86% | -14.52%-2.3pp | 29.74%-46.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,358 | $2,636+27.4% | $4,070-17.5% | $4,027-16.6% |
| Admin fee / account holder | $1,262 | $4,020-68.6% | $5,645-77.6% | $5,403-76.6% |