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 | $171,290 | $58,577+192.4% | $83,333+105.5% | $64,186+166.9% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -2.37% | 9.65%-12.0pp | 10.63%-13.0pp | 7.63%-10.0pp |
| Employer contribution / active EE | $6 | $2,098-99.7% | $3,379-99.8% | $2,381-99.7% |
| Participant deferral / active EE | $4,953 | $4,654+6.4% | $5,565-11.0% | $3,470+42.7% |
| Admin fee / account holder | $2,700 | $9,275-70.9% | $7,510-64.1% | $4,888-44.8% |