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 | $65,852 | $57,354+14.8% | $83,848-21.5% | $64,186+2.6% |
| Participation rate | 69.0% | 68.6%+0.4pp | 76.1%-7.1pp | 69.6%-0.5pp |
| Annual return | -2.93% | 11.38%-14.3pp | 850.88%-853.8pp | 7.63%-10.6pp |
| Employer contribution / active EE | $322 | $2,545-87.3% | $3,631-91.1% | $2,381-86.5% |
| Participant deferral / active EE | $2,188 | $2,993-26.9% | $4,082-46.4% | $3,470-36.9% |
| Admin fee / account holder | $3,424 | $4,046-15.4% | $5,478-37.5% | $4,888-29.9% |