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 | $28,084 | $50,958-44.9% | $74,550-62.3% | $64,186-56.2% |
| Participation rate | 57.9% | 61.1%-3.2pp | 69.1%-11.2pp | 69.6%-11.7pp |
| Annual return | -1.96% | -1.86%-0.1pp | 32.53%-34.5pp | 7.63%-9.6pp |
| Employer contribution / active EE | $171 | $1,115-84.7% | $1,961-91.3% | $2,381-92.8% |
| Participant deferral / active EE | $1,834 | $2,301-20.3% | $3,108-41.0% | $3,470-47.1% |
| Admin fee / account holder | $4,953 | $4,223+17.3% | $5,060-2.1% | $4,888+1.3% |