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 | $48,403 | $62,586-22.7% | $76,768-36.9% | $64,186-24.6% |
| Participation rate | 58.2% | 72.8%-14.6pp | 77.0%-18.8pp | 69.6%-11.4pp |
| Annual return | -5.77% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $347 | $1,832-81.1% | $2,485-86.0% | $2,381-85.4% |
| Participant deferral / active EE | $4,831 | $3,145+53.6% | $3,852+25.4% | $3,470+39.3% |
| Admin fee / account holder | $8,390 | $4,667+79.8% | $6,675+25.7% | $4,888+71.6% |