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 | $100,195 | $61,660+62.5% | $80,019+25.2% | $64,186+56.1% |
| Participation rate | 69.8% | 71.7%-1.9pp | 75.8%-6.1pp | 69.6%+0.2pp |
| Annual return | -5.42% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $234 | $1,810-87.1% | $2,468-90.5% | $2,381-90.2% |
| Participant deferral / active EE | $3,343 | $2,968+12.6% | $3,686-9.3% | $3,470-3.7% |
| Admin fee / account holder | $18,733 | $5,417+245.8% | $6,521+187.3% | $4,888+283.2% |