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 | $55,150 | $50,958+8.2% | $74,550-26.0% | $64,186-14.1% |
| Participation rate | 53.1% | 61.1%-7.9pp | 69.1%-16.0pp | 69.6%-16.4pp |
| Annual return | -6.10% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,659 | $2,301-27.9% | $3,108-46.6% | $3,470-52.2% |
| Admin fee / account holder | $6,396 | $4,223+51.5% | $5,060+26.4% | $4,888+30.9% |