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 | $69,958 | $58,577+19.4% | $83,333-16.1% | $64,186+9.0% |
| Participation rate | 57.1% | 72.0%-14.9pp | 77.8%-20.6pp | 69.6%-12.4pp |
| Annual return | -6.47% | 9.65%-16.1pp | 10.63%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,370 | $4,654+58.4% | $5,565+32.4% | $3,470+112.4% |
| Admin fee / account holder | $14,194 | $9,275+53.0% | $7,510+89.0% | $4,888+190.4% |