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 | $89,929 | $61,660+45.8% | $80,019+12.4% | $64,186+40.1% |
| Participation rate | 57.1% | 71.7%-14.5pp | 75.8%-18.7pp | 69.6%-12.4pp |
| Annual return | -4.19% | -0.33%-3.9pp | 11.22%-15.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $152 | $1,810-91.6% | $2,468-93.8% | $2,381-93.6% |
| Participant deferral / active EE | $1,360 | $2,968-54.2% | $3,686-63.1% | $3,470-60.8% |
| Admin fee / account holder | $7,765 | $5,417+43.3% | $6,521+19.1% | $4,888+58.9% |