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 | $75,875 | $50,958+48.9% | $74,550+1.8% | $64,186+18.2% |
| Participation rate | 36.3% | 61.1%-24.8pp | 69.1%-32.9pp | 69.6%-33.3pp |
| Annual return | -7.69% | -1.86%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $129 | $1,115-88.4% | $1,961-93.4% | $2,381-94.6% |
| Participant deferral / active EE | $2,119 | $2,301-7.9% | $3,108-31.8% | $3,470-38.9% |
| Admin fee / account holder | $15,832 | $4,223+274.9% | $5,060+212.9% | $4,888+223.9% |