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 | $80,400 | $77,813+3.3% | $123,544-34.9% | $64,186+25.3% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | -5.68% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $185 | $3,014-93.9% | $4,628-96.0% | $2,381-92.2% |
| Participant deferral / active EE | $2,860 | $5,240-45.4% | $6,426-55.5% | $3,470-17.6% |
| Admin fee / account holder | $4,687 | $5,519-15.1% | $9,284-49.5% | $4,888-4.1% |