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 | $62,890 | $56,484+11.3% | $169,463-62.9% | $64,186-2.0% |
| Participation rate | 43.8% | 64.5%-20.8pp | 77.8%-34.0pp | 69.6%-25.8pp |
| Annual return | 2.67% | -1.55%+4.2pp | 1.83%+0.8pp | 7.63%-5.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,957 | $3,448-43.3% | $5,277-62.9% | $3,470-43.6% |
| Admin fee / account holder | $3,267 | $4,174-21.7% | $9,109-64.1% | $4,888-33.2% |