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 | $82,796 | $71,883+15.2% | $86,677-4.5% | $68,494+20.9% |
| Participation rate | 44.0% | 72.2%-28.2pp | 76.6%-32.6pp | 67.9%-23.9pp |
| Annual return | -4.27% | 3.52%-7.8pp | 35.91%-40.2pp | -7.84%+3.6pp |
| Employer contribution / active EE | $551 | $2,173-74.6% | $2,836-80.6% | $2,596-78.8% |
| Participant deferral / active EE | $1,908 | $3,779-49.5% | $4,656-59.0% | $4,027-52.6% |
| Admin fee / account holder | $5,083 | $6,112-16.8% | $7,493-32.2% | $5,403-5.9% |