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 | $66,453 | $54,726+21.4% | $68,793-3.4% | $64,186+3.5% |
| Participation rate | 15.6% | 68.0%-52.4pp | 72.2%-56.6pp | 69.6%-53.9pp |
| Annual return | 0.45% | -1.62%+2.1pp | -4.63%+5.1pp | 7.63%-7.2pp |
| Employer contribution / active EE | $226 | $1,846-87.8% | $2,625-91.4% | $2,381-90.5% |
| Participant deferral / active EE | $1,274 | $2,626-51.5% | $3,311-61.5% | $3,470-63.3% |
| Admin fee / account holder | $54,200 | $4,027+1245.9% | $5,131+956.4% | $4,888+1008.8% |