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 | $77,193 | $94,529-18.3% | $140,016-44.9% | $64,186+20.3% |
| Participation rate | 57.7% | 84.1%-26.4pp | 87.5%-29.8pp | 69.6%-11.9pp |
| Annual return | -6.22% | 7.77%-14.0pp | 651.12%-657.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $940 | $3,812-75.3% | $5,606-83.2% | $2,381-60.5% |
| Participant deferral / active EE | $3,919 | $5,250-25.4% | $6,927-43.4% | $3,470+13.0% |
| Admin fee / account holder | $387 | $6,741-94.3% | $10,705-96.4% | $4,888-92.1% |