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 | $69,363 | $50,958+36.1% | $74,550-7.0% | $64,186+8.1% |
| Participation rate | 41.5% | 61.1%-19.6pp | 69.1%-27.7pp | 69.6%-28.1pp |
| Annual return | -7.39% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,591 | $2,301-30.9% | $3,108-48.8% | $3,470-54.1% |
| Admin fee / account holder | $4,317 | $4,223+2.2% | $5,060-14.7% | $4,888-11.7% |