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 | $85,743 | $71,480+20.0% | $90,782-5.6% | $64,186+33.6% |
| Participation rate | 55.2% | 77.6%-22.4pp | 82.7%-27.5pp | 69.6%-14.4pp |
| Annual return | -7.50% | -4.25%-3.3pp | -3.42%-4.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $416 | $3,415-87.8% | $4,105-89.9% | $2,381-82.5% |
| Participant deferral / active EE | $2,981 | $4,302-30.7% | $5,366-44.4% | $3,470-14.1% |
| Admin fee / account holder | $3,449 | $6,309-45.3% | $5,908-41.6% | $4,888-29.4% |