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 | $45,330 | $50,958-11.0% | $74,550-39.2% | $64,186-29.4% |
| Participation rate | 68.3% | 61.1%+7.3pp | 69.1%-0.8pp | 69.6%-1.2pp |
| Annual return | -3.89% | -1.86%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $171 | $1,115-84.7% | $1,961-91.3% | $2,381-92.8% |
| Participant deferral / active EE | $2,332 | $2,301+1.3% | $3,108-25.0% | $3,470-32.8% |
| Admin fee / account holder | $2,470 | $4,223-41.5% | $5,060-51.2% | $4,888-49.5% |