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 | $96,880 | $106,115-8.7% | $85,969+12.7% | $125,391-22.7% |
| Participation rate | 36.4% | 84.1%-47.7pp | 76.5%-40.2pp | 83.2%-46.8pp |
| Annual return | -1.60% | 13.93%-15.5pp | 9.32%-10.9pp | 282.22%-283.8pp |
| Employer contribution / active EE | $707 | $4,537-84.4% | $3,474-79.6% | $4,866-85.5% |
| Participant deferral / active EE | $2,210 | $4,859-54.5% | $3,829-42.3% | $5,352-58.7% |
| Admin fee / account holder | $1,108 | $8,144-86.4% | $6,053-81.7% | $9,540-88.4% |