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 | $61,112 | $62,586-2.4% | $76,768-20.4% | $64,186-4.8% |
| Participation rate | 48.8% | 72.8%-24.0pp | 77.0%-28.1pp | 69.6%-20.7pp |
| Annual return | -4.28% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $357 | $1,832-80.5% | $2,485-85.7% | $2,381-85.0% |
| Participant deferral / active EE | $4,702 | $3,145+49.5% | $3,852+22.1% | $3,470+35.5% |
| Admin fee / account holder | $18,866 | $4,667+304.2% | $6,675+182.6% | $4,888+286.0% |