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 | $89,766 | $71,883+24.9% | $86,677+3.6% | $68,494+31.1% |
| Participation rate | 57.4% | 72.2%-14.8pp | 76.6%-19.1pp | 67.9%-10.4pp |
| Annual return | -5.35% | 3.52%-8.9pp | 35.91%-41.3pp | -7.84%+2.5pp |
| Employer contribution / active EE | $472 | $2,173-78.3% | $2,836-83.4% | $2,596-81.8% |
| Participant deferral / active EE | $3,634 | $3,779-3.8% | $4,656-21.9% | $4,027-9.8% |
| Admin fee / account holder | $1,027 | $6,112-83.2% | $7,493-86.3% | $5,403-81.0% |