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 | $80,573 | $57,354+40.5% | $83,848-3.9% | $64,186+25.5% |
| Participation rate | 45.7% | 68.6%-23.0pp | 76.1%-30.5pp | 69.6%-23.9pp |
| Annual return | -4.25% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,158 | $2,993+5.5% | $4,082-22.6% | $3,470-9.0% |
| Admin fee / account holder | $7,715 | $4,046+90.7% | $5,478+40.8% | $4,888+57.8% |