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 | $125,056 | $61,660+102.8% | $80,019+56.3% | $64,186+94.8% |
| Participation rate | 64.6% | 71.7%-7.1pp | 75.8%-11.2pp | 69.6%-5.0pp |
| Annual return | 0.35% | -0.33%+0.7pp | 11.22%-10.9pp | 7.63%-7.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,471 | $2,968+84.3% | $3,686+48.4% | $3,470+57.7% |
| Admin fee / account holder | $7,753 | $5,417+43.1% | $6,521+18.9% | $4,888+58.6% |