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 7-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 | $63,403 | $59,805+6.0% | $79,550-20.3% | $68,494-7.4% |
| Participation rate | 59.4% | 61.1%-1.7pp | 69.5%-10.1pp | 67.9%-8.5pp |
| Annual return | -18.33% | -12.30%-6.0pp | 0.16%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,431 | $3,024+13.4% | $3,985-13.9% | $4,027-14.8% |
| Admin fee / account holder | $5,331 | $4,835+10.3% | $6,832-22.0% | $5,403-1.3% |