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 5-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 | $33,636 | $59,805-43.8% | $79,550-57.7% | $68,494-50.9% |
| Participation rate | 67.5% | 61.1%+6.4pp | 69.5%-2.0pp | 67.9%-0.4pp |
| Annual return | -15.02% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $254 | $1,505-83.1% | $2,413-89.5% | $2,596-90.2% |
| Participant deferral / active EE | $1,346 | $3,024-55.5% | $3,985-66.2% | $4,027-66.6% |
| Admin fee / account holder | $1,456 | $4,835-69.9% | $6,832-78.7% | $5,403-73.1% |