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 | $80,230 | $94,529-15.1% | $140,016-42.7% | $64,186+25.0% |
| Participation rate | 62.7% | 84.1%-21.3pp | 87.5%-24.8pp | 69.6%-6.8pp |
| Annual return | -5.22% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $686 | $3,812-82.0% | $5,606-87.8% | $2,381-71.2% |
| Participant deferral / active EE | $2,579 | $5,250-50.9% | $6,927-62.8% | $3,470-25.7% |
| Admin fee / account holder | $9,546 | $6,741+41.6% | $10,705-10.8% | $4,888+95.3% |