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 | $89,035 | $77,813+14.4% | $123,544-27.9% | $64,186+38.7% |
| Participation rate | 42.9% | 74.7%-31.9pp | 82.3%-39.4pp | 69.6%-26.7pp |
| Annual return | -5.22% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $73 | $3,014-97.6% | $4,628-98.4% | $2,381-96.9% |
| Participant deferral / active EE | $12,075 | $5,240+130.5% | $6,426+87.9% | $3,470+248.0% |
| Admin fee / account holder | $7,202 | $5,519+30.5% | $9,284-22.4% | $4,888+47.3% |