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 | $65,506 | $50,958+28.5% | $74,550-12.1% | $64,186+2.1% |
| Participation rate | 38.3% | 61.1%-22.7pp | 69.1%-30.8pp | 69.6%-31.2pp |
| Annual return | -7.02% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $70 | $1,115-93.7% | $1,961-96.4% | $2,381-97.1% |
| Participant deferral / active EE | $1,456 | $2,301-36.7% | $3,108-53.1% | $3,470-58.0% |
| Admin fee / account holder | $1,184 | $4,223-72.0% | $5,060-76.6% | $4,888-75.8% |