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 | $79,603 | $71,883+10.7% | $86,677-8.2% | $68,494+16.2% |
| Participation rate | 28.9% | 72.2%-43.3pp | 76.6%-47.6pp | 67.9%-38.9pp |
| Annual return | -13.83% | 3.52%-17.4pp | 35.91%-49.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $163 | $2,173-92.5% | $2,836-94.3% | $2,596-93.7% |
| Participant deferral / active EE | $1,841 | $3,779-51.3% | $4,656-60.5% | $4,027-54.3% |
| Admin fee / account holder | $27,048 | $6,112+342.6% | $7,493+261.0% | $5,403+400.6% |