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 | $40,756 | $46,674-12.7% | $117,472-65.3% | $68,494-40.5% |
| Participation rate | 66.3% | 56.8%+9.6pp | 70.6%-4.3pp | 67.9%-1.6pp |
| Annual return | -7.91% | -14.52%+6.6pp | 29.74%-37.6pp | -7.84%-0.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,750 | $2,636+42.2% | $4,070-7.9% | $4,027-6.9% |
| Admin fee / account holder | $2,751 | $4,020-31.6% | $5,645-51.3% | $5,403-49.1% |