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 | $91,817 | $56,484+62.6% | $169,463-45.8% | $64,186+43.0% |
| Participation rate | 65.0% | 64.5%+0.5pp | 77.8%-12.8pp | 69.6%-4.6pp |
| Annual return | -7.27% | -1.55%-5.7pp | 1.83%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,952 | $3,448+43.6% | $5,277-6.2% | $3,470+42.7% |
| Admin fee / account holder | $2,215 | $4,174-46.9% | $9,109-75.7% | $4,888-54.7% |