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 | $57,767 | $72,404-20.2% | $110,238-47.6% | $64,186-10.0% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.5pp | 69.6%-16.2pp |
| Annual return | 0.93% | -6.29%+7.2pp | 314.74%-313.8pp | 7.63%-6.7pp |
| Employer contribution / active EE | $181 | $2,282-92.1% | $3,826-95.3% | $2,381-92.4% |
| Participant deferral / active EE | $2,192 | $3,469-36.8% | $4,672-53.1% | $3,470-36.8% |
| Admin fee / account holder | $7,291 | $5,664+28.7% | $8,547-14.7% | $4,888+49.2% |