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 | $66,610 | $56,484+17.9% | $169,463-60.7% | $64,186+3.8% |
| Participation rate | 61.5% | 64.5%-3.0pp | 77.8%-16.2pp | 69.6%-8.0pp |
| Annual return | -6.06% | -1.55%-4.5pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,485 | $3,448+59.1% | $5,277+4.0% | $3,470+58.1% |
| Admin fee / account holder | $11,598 | $4,174+177.9% | $9,109+27.3% | $4,888+137.3% |