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 | $111,442 | $56,484+97.3% | $169,463-34.2% | $64,186+73.6% |
| Participation rate | 46.3% | 64.5%-18.3pp | 77.8%-31.5pp | 69.6%-23.3pp |
| Annual return | -4.09% | -1.55%-2.5pp | 1.83%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $241 | $1,832-86.9% | $4,159-94.2% | $2,381-89.9% |
| Participant deferral / active EE | $4,814 | $3,448+39.6% | $5,277-8.8% | $3,470+38.7% |
| Admin fee / account holder | $894 | $4,174-78.6% | $9,109-90.2% | $4,888-81.7% |