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 | $95,489 | $57,354+66.5% | $83,848+13.9% | $64,186+48.8% |
| Participation rate | 68.8% | 68.6%+0.1pp | 76.1%-7.4pp | 69.6%-0.8pp |
| Annual return | -4.14% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $390 | $2,545-84.7% | $3,631-89.2% | $2,381-83.6% |
| Participant deferral / active EE | $2,633 | $2,993-12.0% | $4,082-35.5% | $3,470-24.1% |
| Admin fee / account holder | $12,667 | $4,046+213.1% | $5,478+131.2% | $4,888+159.1% |