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 | $74,513 | $57,354+29.9% | $83,848-11.1% | $64,186+16.1% |
| Participation rate | 50.9% | 68.6%-17.7pp | 76.1%-25.2pp | 69.6%-18.7pp |
| Annual return | -4.39% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $524 | $2,545-79.4% | $3,631-85.6% | $2,381-78.0% |
| Participant deferral / active EE | $2,755 | $2,993-7.9% | $4,082-32.5% | $3,470-20.6% |
| Admin fee / account holder | $3,669 | $4,046-9.3% | $5,478-33.0% | $4,888-24.9% |