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 | $111,517 | $48,265+131.1% | $68,791+62.1% | $68,494+62.8% |
| Participation rate | 22.0% | 60.7%-38.6pp | 69.0%-47.0pp | 67.9%-45.9pp |
| Annual return | -14.93% | -12.71%-2.2pp | -6.38%-8.5pp | -7.84%-7.1pp |
| Employer contribution / active EE | $256 | $1,829-86.0% | $2,655-90.4% | $2,596-90.1% |
| Participant deferral / active EE | $1,078 | $2,867-62.4% | $3,941-72.6% | $4,027-73.2% |
| Admin fee / account holder | $6,532 | $4,355+50.0% | $4,932+32.5% | $5,403+20.9% |