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 | $72,752 | $72,404+0.5% | $110,238-34.0% | $64,186+13.3% |
| Participation rate | 61.7% | 73.3%-11.6pp | 79.8%-18.1pp | 69.6%-7.9pp |
| Annual return | -4.78% | -6.29%+1.5pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $293 | $2,282-87.1% | $3,826-92.3% | $2,381-87.7% |
| Participant deferral / active EE | $1,840 | $3,469-47.0% | $4,672-60.6% | $3,470-47.0% |
| Admin fee / account holder | $2,215 | $5,664-60.9% | $8,547-74.1% | $4,888-54.7% |