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 | $79,315 | $61,660+28.6% | $80,019-0.9% | $64,186+23.6% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.8%-14.3pp | 69.6%-8.0pp |
| Annual return | -6.04% | -0.33%-5.7pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $312 | $1,810-82.8% | $2,468-87.4% | $2,381-86.9% |
| Participant deferral / active EE | $1,860 | $2,968-37.3% | $3,686-49.5% | $3,470-46.4% |
| Admin fee / account holder | $2,250 | $5,417-58.5% | $6,521-65.5% | $4,888-54.0% |