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 | $85,523 | $57,354+49.1% | $83,848+2.0% | $64,186+33.2% |
| Participation rate | 63.3% | 68.6%-5.3pp | 76.1%-12.8pp | 69.6%-6.2pp |
| Annual return | -7.25% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $524 | $2,545-79.4% | $3,631-85.6% | $2,381-78.0% |
| Participant deferral / active EE | $5,701 | $2,993+90.5% | $4,082+39.7% | $3,470+64.3% |
| Admin fee / account holder | $511 | $4,046-87.4% | $5,478-90.7% | $4,888-89.5% |