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 | $89,303 | $72,388+23.4% | $111,392-19.8% | $64,186+39.1% |
| Participation rate | 52.7% | 70.5%-17.8pp | 78.9%-26.1pp | 69.6%-16.8pp |
| Annual return | -1.10% | -1.50%+0.4pp | -2.06%+1.0pp | 7.63%-8.7pp |
| Employer contribution / active EE | $324 | $3,000-89.2% | $4,328-92.5% | $2,381-86.4% |
| Participant deferral / active EE | $2,162 | $4,241-49.0% | $5,567-61.2% | $3,470-37.7% |
| Admin fee / account holder | $12,135 | $5,719+112.2% | $12,266-1.1% | $4,888+148.3% |