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 | $110,497 | $62,586+76.6% | $76,768+43.9% | $64,186+72.2% |
| Participation rate | 52.5% | 72.8%-20.3pp | 77.0%-24.5pp | 69.6%-17.1pp |
| Annual return | -5.72% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $338 | $1,832-81.6% | $2,485-86.4% | $2,381-85.8% |
| Participant deferral / active EE | $2,725 | $3,145-13.4% | $3,852-29.3% | $3,470-21.5% |
| Admin fee / account holder | $6,441 | $4,667+38.0% | $6,675-3.5% | $4,888+31.8% |