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 | $63,184 | $62,586+1.0% | $76,768-17.7% | $64,186-1.6% |
| Participation rate | 60.7% | 72.8%-12.1pp | 77.0%-16.2pp | 69.6%-8.9pp |
| Annual return | -5.40% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $408 | $1,832-77.7% | $2,485-83.6% | $2,381-82.9% |
| Participant deferral / active EE | $3,228 | $3,145+2.6% | $3,852-16.2% | $3,470-7.0% |
| Admin fee / account holder | $9,239 | $4,667+98.0% | $6,675+38.4% | $4,888+89.0% |