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 | $72,402 | $56,484+28.2% | $169,463-57.3% | $64,186+12.8% |
| Participation rate | 41.0% | 64.5%-23.5pp | 77.8%-36.8pp | 69.6%-28.5pp |
| Annual return | -4.29% | -1.55%-2.7pp | 1.83%-6.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,548 | $3,448-26.1% | $5,277-51.7% | $3,470-26.5% |
| Admin fee / account holder | $2,982 | $4,174-28.6% | $9,109-67.3% | $4,888-39.0% |