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 | $85,879 | $71,883+19.5% | $86,677-0.9% | $68,494+25.4% |
| Participation rate | 51.1% | 72.2%-21.2pp | 76.6%-25.5pp | 67.9%-16.8pp |
| Annual return | -10.39% | 3.52%-13.9pp | 35.91%-46.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $193 | $2,173-91.1% | $2,836-93.2% | $2,596-92.6% |
| Participant deferral / active EE | $1,807 | $3,779-52.2% | $4,656-61.2% | $4,027-55.1% |
| Admin fee / account holder | $7,903 | $6,112+29.3% | $7,493+5.5% | $5,403+46.3% |