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 | $120,553 | $56,484+113.4% | $169,463-28.9% | $64,186+87.8% |
| Participation rate | 22.7% | 64.5%-41.8pp | 77.8%-55.1pp | 69.6%-46.8pp |
| Annual return | -5.71% | -1.55%-4.2pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,269 | $3,448-63.2% | $5,277-75.9% | $3,470-63.4% |
| Admin fee / account holder | $1,076 | $4,174-74.2% | $9,109-88.2% | $4,888-78.0% |