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 | $81,145 | $62,586+29.7% | $76,768+5.7% | $64,186+26.4% |
| Participation rate | 55.8% | 72.8%-17.0pp | 77.0%-21.1pp | 69.6%-13.7pp |
| Annual return | -0.27% | -1.95%+1.7pp | 2.43%-2.7pp | 7.63%-7.9pp |
| Employer contribution / active EE | $57 | $1,832-96.9% | $2,485-97.7% | $2,381-97.6% |
| Participant deferral / active EE | $3,448 | $3,145+9.6% | $3,852-10.5% | $3,470-0.6% |
| Admin fee / account holder | $17,080 | $4,667+266.0% | $6,675+155.9% | $4,888+249.4% |