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 | $58,138 | $62,586-7.1% | $76,768-24.3% | $64,186-9.4% |
| Participation rate | 64.2% | 72.8%-8.7pp | 77.0%-12.8pp | 69.6%-5.4pp |
| Annual return | -5.63% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $266 | $1,832-85.5% | $2,485-89.3% | $2,381-88.8% |
| Participant deferral / active EE | $2,494 | $3,145-20.7% | $3,852-35.3% | $3,470-28.1% |
| Admin fee / account holder | $7,136 | $4,667+52.9% | $6,675+6.9% | $4,888+46.0% |