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 | $80,422 | $73,867+8.9% | $143,757-44.1% | $68,494+17.4% |
| Participation rate | 47.9% | 66.7%-18.7pp | 80.3%-32.4pp | 67.9%-20.0pp |
| Annual return | -6.53% | 1.01%-7.5pp | -0.04%-6.5pp | -7.84%+1.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,046 | $3,384+49.1% | $5,637-10.5% | $4,027+25.3% |
| Admin fee / account holder | $4,328 | $5,755-24.8% | $14,673-70.5% | $5,403-19.9% |