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 | $63,697 | $59,805+6.5% | $79,550-19.9% | $68,494-7.0% |
| Participation rate | 60.3% | 61.1%-0.8pp | 69.5%-9.2pp | 67.9%-7.6pp |
| Annual return | 2.82% | -12.30%+15.1pp | 0.16%+2.7pp | -7.84%+10.7pp |
| Employer contribution / active EE | $88 | $1,505-94.1% | $2,413-96.3% | $2,596-96.6% |
| Participant deferral / active EE | $2,587 | $3,024-14.5% | $3,985-35.1% | $4,027-35.8% |
| Admin fee / account holder | $9,472 | $4,835+95.9% | $6,832+38.6% | $5,403+75.3% |