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 | $71,911 | $56,484+27.3% | $169,463-57.6% | $64,186+12.0% |
| Participation rate | 51.1% | 64.5%-13.5pp | 77.8%-26.7pp | 69.6%-18.5pp |
| Annual return | -6.91% | -1.55%-5.4pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $194 | $1,832-89.4% | $4,159-95.3% | $2,381-91.9% |
| Participant deferral / active EE | $3,603 | $3,448+4.5% | $5,277-31.7% | $3,470+3.8% |
| Admin fee / account holder | $6,286 | $4,174+50.6% | $9,109-31.0% | $4,888+28.6% |