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 | $45,589 | $54,726-16.7% | $68,793-33.7% | $64,186-29.0% |
| Participation rate | 64.7% | 68.0%-3.3pp | 72.2%-7.5pp | 69.6%-4.9pp |
| Annual return | -4.61% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $156 | $1,846-91.5% | $2,625-94.1% | $2,381-93.4% |
| Participant deferral / active EE | $1,895 | $2,626-27.8% | $3,311-42.8% | $3,470-45.4% |
| Admin fee / account holder | $5,545 | $4,027+37.7% | $5,131+8.1% | $4,888+13.4% |