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 | $94,335 | $62,586+50.7% | $76,768+22.9% | $64,186+47.0% |
| Participation rate | 52.4% | 72.8%-20.4pp | 77.0%-24.6pp | 69.6%-17.2pp |
| Annual return | -4.96% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $368 | $1,832-79.9% | $2,485-85.2% | $2,381-84.5% |
| Participant deferral / active EE | $2,078 | $3,145-33.9% | $3,852-46.0% | $3,470-40.1% |
| Admin fee / account holder | $11,692 | $4,667+150.5% | $6,675+75.2% | $4,888+139.2% |