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 | $77,733 | $59,805+30.0% | $79,550-2.3% | $68,494+13.5% |
| Participation rate | 60.8% | 61.1%-0.3pp | 69.5%-8.7pp | 67.9%-7.1pp |
| Annual return | -17.80% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,140 | $3,024+70.0% | $3,985+29.0% | $4,027+27.6% |
| Admin fee / account holder | $4,720 | $4,835-2.4% | $6,832-30.9% | $5,403-12.6% |