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 | $64,422 | $54,380+18.5% | $68,509-6.0% | $59,632+8.0% |
| Participation rate | 62.5% | 70.2%-7.7pp | 74.7%-12.2pp | 68.7%-6.2pp |
| Annual return | -0.33% | 2.83%-3.2pp | 8.27%-8.6pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $121 | $1,539-92.2% | $2,278-94.7% | $2,203-94.5% |
| Participant deferral / active EE | $2,005 | $2,643-24.1% | $3,382-40.7% | $3,192-37.2% |
| Admin fee / account holder | $5,678 | $3,885+46.1% | $5,275+7.6% | $4,297+32.1% |