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 | $58,421 | $62,586-6.7% | $76,768-23.9% | $64,186-9.0% |
| Participation rate | 41.2% | 72.8%-31.6pp | 77.0%-35.8pp | 69.6%-28.4pp |
| Annual return | -3.70% | -1.95%-1.8pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $343 | $1,832-81.3% | $2,485-86.2% | $2,381-85.6% |
| Participant deferral / active EE | $1,651 | $3,145-47.5% | $3,852-57.1% | $3,470-52.4% |
| Admin fee / account holder | $5,177 | $4,667+10.9% | $6,675-22.4% | $4,888+5.9% |