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 | $108,319 | $94,529+14.6% | $140,016-22.6% | $64,186+68.8% |
| Participation rate | 64.1% | 84.1%-20.0pp | 87.5%-23.4pp | 69.6%-5.5pp |
| Annual return | -4.68% | 7.77%-12.4pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $380 | $3,812-90.0% | $5,606-93.2% | $2,381-84.0% |
| Participant deferral / active EE | $7,141 | $5,250+36.0% | $6,927+3.1% | $3,470+105.8% |
| Admin fee / account holder | $19,477 | $6,741+188.9% | $10,705+81.9% | $4,888+298.5% |