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 | $69,079 | $62,586+10.4% | $76,768-10.0% | $64,186+7.6% |
| Participation rate | 62.1% | 72.8%-10.7pp | 77.0%-14.9pp | 69.6%-7.5pp |
| Annual return | -2.60% | -1.95%-0.7pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $368 | $1,832-79.9% | $2,485-85.2% | $2,381-84.6% |
| Participant deferral / active EE | $1,749 | $3,145-44.4% | $3,852-54.6% | $3,470-49.6% |
| Admin fee / account holder | $12,587 | $4,667+169.7% | $6,675+88.6% | $4,888+157.5% |