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 | $70,119 | $61,660+13.7% | $80,019-12.4% | $64,186+9.2% |
| Participation rate | 56.0% | 71.7%-15.7pp | 75.8%-19.8pp | 69.6%-13.6pp |
| Annual return | -6.05% | -0.33%-5.7pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $370 | $1,810-79.6% | $2,468-85.0% | $2,381-84.5% |
| Participant deferral / active EE | $1,665 | $2,968-43.9% | $3,686-54.8% | $3,470-52.0% |
| Admin fee / account holder | $396 | $5,417-92.7% | $6,521-93.9% | $4,888-91.9% |