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 | $72,664 | $50,958+42.6% | $74,550-2.5% | $64,186+13.2% |
| Participation rate | 18.9% | 61.1%-42.1pp | 69.1%-50.2pp | 69.6%-50.6pp |
| Annual return | -7.63% | -1.86%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $73 | $1,115-93.5% | $1,961-96.3% | $2,381-96.9% |
| Participant deferral / active EE | $1,145 | $2,301-50.3% | $3,108-63.2% | $3,470-67.0% |
| Admin fee / account holder | $4,428 | $4,223+4.9% | $5,060-12.5% | $4,888-9.4% |