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 | $58,574 | $59,805-2.1% | $79,550-26.4% | $68,494-14.5% |
| Participation rate | 35.2% | 61.1%-25.8pp | 69.5%-34.3pp | 67.9%-32.7pp |
| Annual return | -12.50% | -12.30%-0.2pp | 0.16%-12.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,837 | $3,024-39.3% | $3,985-53.9% | $4,027-54.4% |
| Admin fee / account holder | $1,900 | $4,835-60.7% | $6,832-72.2% | $5,403-64.8% |