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 | $62,461 | $50,958+22.6% | $74,550-16.2% | $64,186-2.7% |
| Participation rate | 46.7% | 61.1%-14.4pp | 69.1%-22.5pp | 69.6%-22.9pp |
| Annual return | -6.05% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $93 | $1,115-91.7% | $1,961-95.3% | $2,381-96.1% |
| Participant deferral / active EE | $2,154 | $2,301-6.4% | $3,108-30.7% | $3,470-37.9% |
| Admin fee / account holder | $5,771 | $4,223+36.7% | $5,060+14.1% | $4,888+18.1% |